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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.47K+ 5.02% |
$183K - $205K
|
51.7K
$2.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.45K+ 12.97% |
$182K - $203K
|
21.3K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.44K+ 119.6% |
$181K - $203K
|
4.48K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 4.7% |
$171K - $192K
|
51.5K
$2.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
2.31K+ 3.89% |
$171K - $192K
|
61.6K
$3.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.29K+ 658.5% |
$169K - $190K
|
2.63K
$143K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.2K+ 2.48% |
$163K - $183K
|
91.1K
$4.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.15K+ 29.27% |
$160K - $179K
|
9.51K
$516K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.1K+ 30.4% |
$155K - $174K
|
8.99K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.08K+ 25.97% |
$154K - $173K
|
10.1K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.04K+ 5.83% |
$151K - $170K
|
37.1K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.94K+ 65.36% |
$144K - $161K
|
4.91K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.9K+ 1.39% |
$141K - $158K
|
138K
$7.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.87K+ 12.18% |
$138K - $155K
|
17.2K
$933K
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.8K+ 7.1% |
$133K - $149K
|
27.2K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
1.8K+ 5.0% |
$133K - $149K
|
37.7K
$2.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.79K+ 5.67% |
$133K - $148K
|
33.3K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.75K+ 0.36% |
$130K - $145K
|
492K
$26.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$126K - $141K
|
1.7K
$92.4K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.67K+ 27.09% |
$124K - $139K
|
7.83K
$425K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.66K+ 36.54% |
$123K - $138K
|
6.2K
$336K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.56K+ 5.06% |
$116K - $130K
|
32.5K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52KNew |
$113K - $127K
|
1.52K
$82.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52K+ 1516.0% |
$112K - $126K
|
1.62K
$87.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.51K+ 42.06% |
$112K - $125K
|
5.1K
$277K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.38K+ 40.46% |
$102K - $115K
|
4.79K
$260K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.33K+ 173.59% |
$98.5K - $110K
|
2.09K
$114K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 6.34% |
$94.7K - $106K
|
21.4K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.27K+ 23.09% |
$94.2K - $105K
|
6.77K
$367K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.2KNew |
$89K - $99.7K
|
1.2K
$65.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.16K+ 34.97% |
$86.2K - $96.5K
|
4.49K
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.15K+ 8.65% |
$85.1K - $95.3K
|
14.4K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
1.13K+ 6.88% |
$83.5K - $93.5K
|
17.5K
$949K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.12KNew |
$82.9K - $92.8K
|
1.12K
$60.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11KNew |
$82.1K - $91.9K
|
1.11K
$60.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 19.88% |
$81.6K - $91.4K
|
6.63K
$360K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.1K+ 40.59% |
$81.3K - $91K
|
3.8K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.06K+ 0.55% |
$78.3K - $87.7K
|
192K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.05KNew |
$77.6K - $87K
|
1.05K
$56.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.05KNew |
$77.6K - $87K
|
1.05K
$56.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 1.73% |
$76.4K - $85.5K
|
60.6K
$3.28M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 13.69% |
$74.1K - $83.1K
|
8.31K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
985+ 1.13% |
$73K - $81.8K
|
88.1K
$4.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
975+ 6.61% |
$72.3K - $81K
|
15.7K
$853K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
961+ 13.36% |
$71.2K - $79.8K
|
8.16K
$442K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
946+ 2.85% |
$70.1K - $78.6K
|
34.2K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
930+ 1.36% |
$69K - $77.2K
|
69.5K
$3.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
927+ 22.38% |
$68.7K - $77K
|
5.07K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
923New |
$68.4K - $76.7K
|
923
$50.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
921+ 3.25% |
$68.3K - $76.5K
|
29.2K
$1.59M
|