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 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
134New |
$9.93K - $11.1K
|
134
$7.27K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
130+ 1.19% |
$9.64K - $10.8K
|
11.1K
$602K
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
129+ 2.55% |
$9.56K - $10.7K
|
5.19K
$281K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
122+ 1.99% |
$9.05K - $10.1K
|
6.25K
$339K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
120New |
$8.9K - $9.97K
|
120
$6.51K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
117+ 1.94% |
$8.67K - $9.72K
|
6.15K
$334K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
110+ 1.39% |
$8.16K - $9.14K
|
8K
$434K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
108+ 5.61% |
$8.01K - $8.97K
|
2.03K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
108+ 0.22% |
$8.01K - $8.97K
|
48.5K
$2.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
108+ 2.84% |
$8.01K - $8.97K
|
3.91K
$212K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100New |
$7.41K - $8.31K
|
100
$5.43K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
99+ 0.37% |
$7.34K - $8.22K
|
27.2K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
95+ 7.64% |
$7.04K - $7.89K
|
1.34K
$72.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
94+ 2.64% |
$6.97K - $7.81K
|
3.66K
$198K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
90+ 1.37% |
$6.67K - $7.47K
|
6.68K
$362K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
88+ 33.85% |
$6.52K - $7.31K
|
348
$18.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
81+ 0.19% |
$6.01K - $6.73K
|
43.5K
$2.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
78+ 2.06% |
$5.78K - $6.48K
|
3.86K
$209K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
78+ 0.28% |
$5.78K - $6.48K
|
28.2K
$1.53M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
77+ 2.59% |
$5.71K - $6.39K
|
3.05K
$165K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 0.5% |
$5.19K - $5.81K
|
14K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
67+ 0.64% |
$4.97K - $5.56K
|
10.5K
$569K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
67+ 0.7% |
$4.97K - $5.56K
|
9.7K
$526K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
65+ 0.75% |
$4.82K - $5.4K
|
8.78K
$476K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 11.34% |
$4.82K - $5.4K
|
638
$34.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
63+ 6.7% |
$4.67K - $5.23K
|
1K
$54.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
61New |
$4.52K - $5.07K
|
61
$3.31K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
60New |
$4.45K - $4.98K
|
60
$3.26K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
60+ 0.65% |
$4.45K - $4.98K
|
9.35K
$507K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
59+ 5.37% |
$4.37K - $4.9K
|
1.16K
$62.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
59+ 1.63% |
$4.37K - $4.9K
|
3.69K
$200K
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
56+ 1.25% |
$4.15K - $4.65K
|
4.54K
$246K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 1.14% |
$3.71K - $4.15K
|
4.45K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.11% |
$3.71K - $4.15K
|
45.3K
$2.45M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
48New |
$3.56K - $3.99K
|
48
$2.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
39+ 1.04% |
$2.89K - $3.24K
|
3.78K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
36New |
$2.67K - $2.99K
|
36
$1.95K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
33+ 0.36% |
$2.45K - $2.74K
|
9.29K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
32+ 0.77% |
$2.37K - $2.66K
|
4.21K
$229K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
25+ 0.06% |
$1.85K - $2.08K
|
39.4K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$1.63K - $1.83K
|
22
$1.19K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.52% |
$1.33K - $1.49K
|
3.51K
$190K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
18+ 0.33% |
$1.33K - $1.49K
|
5.48K
$297K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$1.11K - $1.25K
|
6.13K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
14+ 0.45% |
$1.04K - $1.16K
|
3.14K
$170K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.7% |
$1.04K - $1.16K
|
2.01K
$109K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
12+ 0.04% |
$890 - $997
|
28.4K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
10+ 0.18% |
$741 - $831
|
5.53K
$300K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
10+ 0.05% |
$741 - $831
|
19.3K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 1.4% |
$667 - $747
|
652
$35.4K
|