Purchases and Sales Made in Q4 2021 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2021. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.7KNew |
$497K - $556K
|
6.7K
$450K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.68K+ 32.5% |
$495K - $555K
|
27.2K
$1.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.62K+ 3.4% |
$491K - $550K
|
201K
$13.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
6.55KNew |
$485K - $544K
|
6.55K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.54K+ 16.24% |
$485K - $543K
|
46.8K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.45K+ 5.87% |
$478K - $535K
|
116K
$7.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.3KNew |
$467K - $523K
|
6.3K
$423K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.07K+ 17.28% |
$450K - $504K
|
41.2K
$2.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
6KNew |
$445K - $498K
|
6K
$403K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$445K - $498K
|
6K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.99K+ 1.75% |
$444K - $497K
|
348K
$23.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.95K+ 4.2% |
$441K - $494K
|
148K
$9.91M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
5.83K+ 12.82% |
$432K - $484K
|
51.3K
$3.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.8K+ 10.99% |
$430K - $482K
|
58.6K
$3.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.77K+ 3.3% |
$428K - $479K
|
181K
$12.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$418K - $468K
|
5.63K
$378K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.6K+ 186.67% |
$415K - $465K
|
8.6K
$577K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
5.59K+ 37.96% |
$414K - $464K
|
20.3K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.53K+ 24.61% |
$410K - $459K
|
28K
$1.88M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$409K - $458K
|
5.51K
$370K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.51KNew |
$408K - $457K
|
5.51K
$370K
|
|
|
Feb 15, 2022
Q4 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
5.4K+ 5.18% |
$400K - $448K
|
110K
$7.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.37KNew |
$398K - $446K
|
5.37K
$361K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.37K+ 8.39% |
$398K - $446K
|
69.4K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
5.19KNew |
$385K - $431K
|
5.19K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5KNew |
$371K - $415K
|
5K
$336K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
5KNew |
$370K - $415K
|
5K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.74KNew |
$351K - $394K
|
4.74K
$318K
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
BUY
|
- |
4.66K+ 6.32% |
$346K - $387K
|
78.4K
$5.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.57K+ 31.57% |
$339K - $379K
|
19K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
4.47KNew |
$331K - $371K
|
4.47K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.45KNew |
$330K - $369K
|
4.45K
$298K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
4.37KNew |
$324K - $363K
|
4.37K
$293K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.33K+ 16.8% |
$321K - $360K
|
30.1K
$2.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.29KNew |
$318K - $356K
|
4.29K
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
4.2K+ 7.94% |
$311K - $349K
|
57.1K
$3.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
4.12K+ 4.68% |
$305K - $342K
|
92.2K
$6.19M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.09KNew |
$303K - $340K
|
4.09K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
$298K - $333K
|
4.01K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.99KNew |
$296K - $332K
|
3.99K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.98KNew |
$295K - $330K
|
3.98K
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.89K+ 79.1% |
$288K - $323K
|
8.81K
$591K
|
|
|
Jan 18, 2022
Q4 2021
|
Ttp Investments, Inc.
|
BUY
|
- |
3.84KNew |
$284K - $319K
|
3.84K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.82K+ 1.36% |
$283K - $317K
|
285K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.81KNew |
$282K - $316K
|
3.81K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
3.8K+ 57.29% |
$282K - $316K
|
10.4K
$700K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.8KNew |
$282K - $316K
|
3.8K
$255K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.8KNew |
$282K - $315K
|
3.8K
$255K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.77KNew |
$279K - $313K
|
3.77K
$253K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
3.71KNew |
$275K - $308K
|
3.71K
$249K
|