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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
378New |
$28K - $31.4K
|
378
$23.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
370+ 8.7% |
$27.4K - $30.7K
|
4.62K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
362+ 2.38% |
$26.8K - $30.1K
|
15.6K
$983K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
358+ 1.01% |
$26.5K - $29.7K
|
35.9K
$2.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
356+ 8.99% |
$26.4K - $29.6K
|
4.32K
$272K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
345New |
$25.6K - $28.7K
|
345
$21.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
328+ 10.51% |
$24.3K - $27.2K
|
3.45K
$218K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
302+ 6.19% |
$22.4K - $25.1K
|
5.18K
$327K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
300New |
$22.2K - $24.9K
|
300
$18.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
289+ 0.56% |
$21.4K - $24K
|
51.6K
$3.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
285+ 4.37% |
$21.1K - $23.7K
|
6.81K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
283+ 2.02% |
$21K - $23.5K
|
14.3K
$902K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
262+ 4.35% |
$19.4K - $21.8K
|
6.28K
$396K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 0.9% |
$19.3K - $21.6K
|
29K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
251+ 4.25% |
$18.6K - $20.8K
|
6.16K
$389K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
251+ 2.02% |
$18.6K - $20.8K
|
12.7K
$801K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
250+ 8.39% |
$18.5K - $20.8K
|
3.23K
$204K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
250+ 2.06% |
$18.5K - $20.8K
|
12.4K
$783K
|
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
233+ 0.56% |
$17.3K - $19.4K
|
41.7K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
232New |
$17.2K - $19.3K
|
232
$14.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
230+ 1.04% |
$17.1K - $19.1K
|
22.4K
$1.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
226+ 43.97% |
$16.8K - $18.8K
|
740
$46.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
225+ 6.56% |
$16.7K - $18.7K
|
3.66K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
225+ 55.97% |
$16.7K - $18.7K
|
627
$39.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
220+ 1.09% |
$16.3K - $18.3K
|
20.5K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
215+ 3.57% |
$15.9K - $17.9K
|
6.23K
$393K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
207+ 5.98% |
$15.3K - $17.2K
|
3.67K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
205New |
$15.2K - $17K
|
205
$12.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
201+ 3.26% |
$14.9K - $16.7K
|
6.37K
$402K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$14.8K - $16.6K
|
200
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200New |
$14.8K - $16.6K
|
200
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.6% |
$14.8K - $16.6K
|
33.3K
$2.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200+ 333.33% |
$14.8K - $16.6K
|
260
$16.4K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
199+ 3.04% |
$14.8K - $16.5K
|
6.74K
$426K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
195New |
$14.5K - $16.2K
|
195
$12.3K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
190+ 1.86% |
$14.1K - $15.8K
|
10.4K
$657K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
190+ 5.2% |
$14.1K - $15.8K
|
3.85K
$243K
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
189+ 0.83% |
$14K - $15.7K
|
23K
$1.45M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
185+ 4.09% |
$13.7K - $15.4K
|
4.71K
$297K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
180+ 0.36% |
$13.3K - $14.9K
|
50K
$3.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
170+ 12.96% |
$12.6K - $14.1K
|
1.48K
$93.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
170+ 2.45% |
$12.6K - $14.1K
|
7.12K
$449K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
164+ 3.95% |
$12.2K - $13.6K
|
4.32K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
164New |
$12.2K - $13.6K
|
164
$10.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
150New |
$11.1K - $12.5K
|
150
$9.47K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
148+ 3.15% |
$11K - $12.3K
|
4.84K
$306K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
147+ 0.82% |
$10.9K - $12.2K
|
18.1K
$1.14M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
147+ 0.96% |
$10.9K - $12.2K
|
15.5K
$976K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
146New |
$10.8K - $12.1K
|
146
$9.21K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
139+ 0.71% |
$10.3K - $11.5K
|
19.6K
$1.24M
|