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
Feb 15, 2022 Q4 2021	Metropolitan Life Insurance CO New York, NY	BUY	-	3.7K + 30.14%	$274K - $307K	16K $866K
Feb 03, 2022 Q4 2021	Larson Financial Group LLC	BUY	-	3.68K New	$273K - $306K	3.68K $200K
Feb 02, 2022 Q4 2021	Seneca House Advisors	BUY	-	3.65K + 3.97%	$271K - $303K	95.7K $5.19M
Feb 03, 2022 Q4 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	3.58K + 1.77%	$265K - $297K	206K $11.2M
Feb 08, 2022 Q4 2021	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	3.57K + 23.49%	$265K - $296K	18.8K $1.02M
Feb 03, 2022 Q4 2021	Flower City Capital	BUY	-	3.55K New	$263K - $295K	3.55K $193K
Feb 10, 2022 Q4 2021	Guardian Capital LP Toronto, A6	BUY	-	3.5K New	$260K - $291K	3.5K $190K
Feb 09, 2022 Q4 2021	Orion Portfolio Solutions, LLC	BUY	-	3.5K New	$260K - $291K	3.5K $190K
May 20, 2022 Q4 2021	Fortitude Advisory Group L.L.C. Gig Harbor, WA	BUY	-	3.49K New	$259K - $290K	3.49K $189K
Feb 15, 2022 Q4 2021	Colonial River Wealth Management, LLC Midlothian, VA	BUY	-	3.46K New	$256K - $287K	3.46K $187K
Feb 23, 2022 Q4 2021	Essex Savings Bank	BUY	-	3.39K New	$251K - $282K	3.39K $184K
Feb 10, 2022 Q4 2021	Jpmorgan Chase & CO New York, NY	BUY	-	3.34K + 0.07%	$248K - $278K	4.88M $265M
Feb 11, 2022 Q4 2021	Hoyle Cohen, LLC	BUY	-	3.3K + 3.73%	$244K - $274K	91.7K $4.97M
Feb 07, 2022 Q4 2021	M&T Bank Corp	BUY	-	3.22K + 19.56%	$239K - $267K	19.7K $1.07M
Jan 20, 2022 Q4 2021	Prairiewood Capital, LLC	BUY	-	3.17K + 96.38%	$235K - $263K	6.46K $350K
Feb 04, 2022 Q4 2021	Atria Investments LLC Charlotte, NC	BUY	-	3.16K + 19.0%	$234K - $262K	19.8K $1.07M
Feb 11, 2022 Q4 2021	Unionview, LLC Seattle, WA	BUY	-	3.16K New	$234K - $262K	3.16K $171K
Feb 02, 2022 Q4 2021	New York State Common Retirement Fund	BUY	-	3.15K + 1.71%	$234K - $262K	188K $10.2M
Jan 20, 2022 Q4 2021	Sheets Smith Wealth Management	BUY	-	3.12K + 3.94%	$231K - $259K	82.2K $4.46M
Jan 21, 2022 Q4 2021	Russell Investments Group, Ltd.	BUY	-	3.11K + 6.99%	$231K - $259K	47.7K $2.59M
Feb 08, 2022 Q4 2021	Pro Share Advisors LLC	BUY	-	3.09K + 11.13%	$229K - $257K	30.8K $1.67M
Feb 11, 2022 Q4 2021	Ci Investments Inc. Toronto, A6	BUY	-	3.09K + 30880.0%	$229K - $256K	3.1K $168K
Jan 20, 2022 Q4 2021	Allied Investment Advisors, LLC	BUY	-	3.02K New	$224K - $251K	3.02K $164K
Jan 21, 2022 Q4 2021	Long Run Wealth Advisors, LLC	BUY	-	3K New	$222K - $249K	3K $163K
Feb 14, 2022 Q4 2021	Quantinno Capital Management LP New York, NY	BUY	-	2.99K New	$222K - $249K	2.99K $162K
Feb 14, 2022 Q4 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	2.97K + 7.06%	$220K - $247K	45K $2.44M
Feb 14, 2022 Q4 2021	Financial Connections Group, Inc.	BUY	-	2.94K New	$218K - $244K	2.94K $159K
Feb 14, 2022 Q4 2021	Strategic Blueprint, LLC Atlanta, GA	BUY	-	2.86K New	$212K - $238K	2.86K $155K
Feb 14, 2022 Q4 2021	Wetherby Asset Management Inc San Francisco, CA	BUY	-	2.83K New	$210K - $235K	2.83K $154K
Apr 14, 2022 Q4 2021	Walker Asset Management, LLC	BUY	-	2.82K New	$209K - $234K	2.82K $153K
Feb 11, 2022 Q4 2021	Hsbc Holdings PLC London, X0	BUY	-	2.81K + 1.44%	$209K - $234K	198K $10.7M
Jul 24, 2024 Q4 2021	Focus Financial Network, Inc. Minneapolis, MN	BUY	-	2.78K New	$206K - $231K	2.78K $151K
Aug 06, 2024 Q4 2021	Hantz Financial Services, Inc.	BUY	-	2.77K + 6.23%	$205K - $230K	47.3K $2.56M
Feb 14, 2022 Q4 2021	Cary Street Partners Asset Management LLC Richmond, VA	BUY	-	2.76K New	$205K - $229K	2.76K $150K
Feb 14, 2022 Q4 2021	Mbb Public Markets I LLC Chicago, IL	BUY	-	2.75K New	$204K - $229K	2.75K $149K
Jan 31, 2022 Q4 2021	Annex Advisory Services, LLC	BUY	-	2.73K New	$203K - $227K	2.73K $148K
Feb 03, 2022 Q4 2021	Schnieders Capital Management LLC	BUY	-	2.71K New	$201K - $225K	2.71K $147K
Feb 02, 2022 Q4 2021	Chase Investment Counsel Corp	BUY	-	2.69K New	$200K - $224K	2.69K $146K
Feb 02, 2022 Q4 2021	Valmark Advisers, Inc.	BUY	-	2.67K New	$198K - $222K	2.67K $145K
Feb 10, 2022 Q4 2021	Gator Capital Management, LLC	BUY	-	2.66K New	$197K - $221K	2.66K $144K
Feb 15, 2022 Q4 2021	1832 Asset Management L.P. Toronto, A6	BUY	-	2.64K + 0.89%	$196K - $219K	300K $16.3M
Jan 28, 2022 Q4 2021	Avantax Planning Partners, Inc.	BUY	-	2.63K New	$195K - $218K	2.63K $142K
Feb 01, 2022 Q4 2021	Telemus Capital, LLC	BUY	-	2.57K New	$190K - $213K	2.57K $139K
Feb 14, 2022 Q4 2021	Laurel Wealth Advisors, Inc. Solana Beach, CA	BUY	-	2.56K + 43.65%	$190K - $213K	8.44K $458K
Jan 27, 2022 Q4 2021	Private Advisory Group LLC Redmond, WA	BUY	-	2.55K New	$189K - $212K	2.55K $139K
Feb 10, 2022 Q4 2021	Buckingham Strategic Partners Saint Louis, MO	BUY	-	2.54K New	$188K - $211K	2.54K $138K
Jan 21, 2022 Q4 2021	Pinnacle Wealth Planning Services, Inc.	BUY	-	2.51K New	$186K - $208K	2.51K $136K
Feb 11, 2022 Q4 2021	Trustmark National Bank Trust Department Jackson, MS	BUY	-	2.5K New	$185K - $208K	2.5K $136K
Feb 10, 2022 Q4 2021	Jsf Financial, LLC	BUY	-	2.5K New	$185K - $207K	2.5K $136K
Jan 21, 2022 Q4 2021	D. Scott Neal, Inc.	BUY	-	2.49K New	$185K - $207K	2.49K $135K

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Account

Purchases and Sales Made in Q4 2021 in W. P. Carey Inc. (WPC)

3.7K

3.68K

3.65K

3.58K

3.57K

3.55K

3.5K

3.5K

3.49K

3.46K

3.39K

3.34K

3.3K

3.22K

3.17K

3.16K

3.16K

3.15K

3.12K

3.11K

3.09K

3.09K

3.02K

3K

2.99K

2.97K

2.94K

2.86K

2.83K

2.82K

2.81K

2.78K

2.77K

2.76K

2.75K

2.73K

2.71K

2.69K

2.67K

2.66K

2.64K

2.63K

2.57K

2.56K

2.55K

2.54K

2.51K

2.5K

2.5K

2.49K

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