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 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
921+ 3.25% |
$68.3K - $76.5K
|
29.2K
$1.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
900New |
$66.7K - $74.7K
|
900
$55.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
843New |
$62.5K - $70K
|
843
$51.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
828+ 8.87% |
$61.4K - $68.8K
|
10.2K
$624K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
817+ 6.12% |
$60.6K - $67.9K
|
14.2K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
808+ 18.31% |
$59.9K - $67.1K
|
5.22K
$321K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
800New |
$59.3K - $66.4K
|
800
$49.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
793New |
$58.8K - $65.9K
|
793
$48.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
791+ 346.93% |
$58.6K - $65.7K
|
1.02K
$62.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
784+ 6.3% |
$58.1K - $65.1K
|
13.2K
$813K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
766+ 4.13% |
$56.8K - $63.6K
|
19.3K
$1.19M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
747New |
$55.4K - $62K
|
747
$45.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
737+ 12.32% |
$54.6K - $61.2K
|
6.72K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
681+ 1.76% |
$50.5K - $56.6K
|
39.4K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
667+ 4.21% |
$49.5K - $55.4K
|
16.5K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
646+ 1.84% |
$47.9K - $53.7K
|
35.8K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
639+ 3.08% |
$47.4K - $53.1K
|
21.4K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
623+ 17.2% |
$46.2K - $51.7K
|
4.25K
$261K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
615New |
$45.6K - $51.1K
|
615
$37.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
607+ 12.4% |
$45K - $50.4K
|
5.5K
$338K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
607+ 22.3% |
$45K - $50.4K
|
3.33K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
602New |
$44.6K - $50K
|
602
$37K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
599+ 8.29% |
$44.4K - $49.7K
|
7.83K
$481K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
599+ 7.19% |
$44.4K - $49.7K
|
8.93K
$548K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
587New |
$43.5K - $48.8K
|
587
$36K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
586New |
$43.4K - $48.7K
|
586
$36K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
582New |
$43.1K - $48.3K
|
582
$35.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
579+ 7.04% |
$42.9K - $48.1K
|
8.81K
$541K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
578+ 13.76% |
$42.9K - $48K
|
4.78K
$293K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
569New |
$42.2K - $47.3K
|
569
$34.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
554+ 2.96% |
$41.1K - $46K
|
19.3K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
542+ 3.29% |
$40.2K - $45K
|
17K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
542+ 21.94% |
$40.2K - $45K
|
3.01K
$185K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
539New |
$40K - $44.8K
|
539
$33.1K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
539New |
$40K - $44.8K
|
539
$33.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
532+ 15.66% |
$39.4K - $44.2K
|
3.93K
$241K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
520+ 15.05% |
$38.6K - $43.2K
|
3.98K
$244K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
518New |
$38.4K - $43K
|
518
$31.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
517+ 9.59% |
$38.3K - $42.9K
|
5.91K
$363K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
510+ 48.62% |
$37.8K - $42.4K
|
1.56K
$95.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
500+ 7.23% |
$37.1K - $41.5K
|
7.41K
$455K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 66.67% |
$37.1K - $41.5K
|
1.25K
$76.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
486+ 2.8% |
$36K - $40.4K
|
17.8K
$1.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
455+ 4.19% |
$33.7K - $37.8K
|
11.3K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
452+ 2.36% |
$33.5K - $37.5K
|
19.6K
$1.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
443New |
$32.8K - $36.8K
|
443
$27.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
BUY
|
- |
411+ 0.82% |
$30.5K - $34.1K
|
50.4K
$3.09M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
400+ 1.53% |
$29.7K - $33.2K
|
26.6K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
384+ 1.29% |
$28.5K - $31.9K
|
30.1K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
380+ 8.52% |
$28.2K - $31.6K
|
4.84K
$297K
|