Purchases and Sales Made in Q1 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
344+ 1.14% |
$25.6K - $28.7K
|
30.5K
$1.7M
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
338+ 1.43% |
$25.1K - $28.2K
|
24K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
331New |
$24.6K - $27.6K
|
331
$18.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
330+ 0.5% |
$24.5K - $27.6K
|
66.7K
$3.73M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$24.2K - $27.1K
|
325
$18.2K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
325+ 85.98% |
$24.2K - $27.1K
|
703
$39.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
322+ 8.2% |
$23.9K - $26.9K
|
4.25K
$238K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
310+ 3.34% |
$23.1K - $25.9K
|
9.59K
$536K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
310+ 10.83% |
$23.1K - $25.9K
|
3.17K
$177K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
309+ 4.72% |
$23K - $25.8K
|
6.86K
$383K
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
300+ 1.68% |
$22.3K - $25.1K
|
18.1K
$1.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
294+ 3.29% |
$21.9K - $24.6K
|
9.22K
$516K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
293+ 1.7% |
$21.8K - $24.5K
|
17.5K
$977K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
290+ 37.76% |
$21.6K - $24.2K
|
1.06K
$59.2K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
287+ 1.74% |
$21.3K - $24K
|
16.8K
$938K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
287+ 13.83% |
$21.3K - $24K
|
2.36K
$132K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
285+ 12.68% |
$21.2K - $23.8K
|
2.53K
$142K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
280New |
$20.8K - $23.4K
|
280
$15.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
280New |
$20.8K - $23.4K
|
280
$15.7K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
277+ 13.43% |
$20.6K - $23.1K
|
2.34K
$131K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
252+ 40.19% |
$18.7K - $21K
|
879
$49.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
250+ 5.49% |
$18.6K - $20.9K
|
4.8K
$268K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
248+ 42.61% |
$18.4K - $20.7K
|
830
$46.4K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
245+ 1.2% |
$18.2K - $20.5K
|
20.7K
$1.16M
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
239+ 3.58% |
$17.8K - $20K
|
6.92K
$387K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
230+ 76.67% |
$17.1K - $19.2K
|
530
$29.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
229+ 5.16% |
$17K - $19.1K
|
4.67K
$261K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
226+ 38.5% |
$16.8K - $18.9K
|
813
$45.5K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
224+ 2.22% |
$16.7K - $18.7K
|
10.3K
$577K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
216New |
$16.1K - $18K
|
216
$12.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
214+ 0.23% |
$15.9K - $17.9K
|
91.4K
$5.11M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
211+ 49.3% |
$15.7K - $17.6K
|
639
$35.7K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
208+ 4.76% |
$15.5K - $17.4K
|
4.58K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
200+ 1.61% |
$14.9K - $16.7K
|
12.7K
$707K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
200+ 2.07% |
$14.9K - $16.7K
|
9.85K
$551K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200+ 250.0% |
$14.9K - $16.7K
|
280
$15.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
197+ 2.53% |
$14.7K - $16.5K
|
8K
$447K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
194+ 3.5% |
$14.4K - $16.2K
|
5.74K
$321K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
193+ 7.06% |
$14.4K - $16.1K
|
2.93K
$164K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
191+ 12.25% |
$14.2K - $16K
|
1.75K
$97.8K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
175New |
$13K - $14.6K
|
175
$9.78K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
160+ 2.23% |
$11.9K - $13.4K
|
7.34K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
157+ 0.87% |
$11.7K - $13.1K
|
18.3K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
155+ 3.59% |
$11.5K - $12.9K
|
4.47K
$250K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
151+ 4.81% |
$11.2K - $12.6K
|
3.29K
$184K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150New |
$11.2K - $12.5K
|
150
$8.39K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
144+ 3.85% |
$10.7K - $12K
|
3.89K
$217K
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
144+ 3.96% |
$10.7K - $12K
|
3.78K
$211K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 5.31% |
$10.6K - $11.9K
|
2.82K
$157K
|
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
141+ 1.76% |
$10.5K - $11.8K
|
8.14K
$455K
|