Purchases and Sales Made in Q2 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-154- 2.49% |
$11.7K - $13.3K
|
6.04K
$348K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-154- 3.8% |
$11.7K - $13.3K
|
3.9K
$225K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-160- 4.41% |
$12.2K - $13.9K
|
3.47K
$200K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-160- 1.12% |
$12.2K - $13.9K
|
14.2K
$818K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-163- 4.15% |
$12.4K - $14.1K
|
3.76K
$217K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-164- 2.28% |
$12.5K - $14.2K
|
7.03K
$405K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-164- 2.75% |
$12.5K - $14.2K
|
5.8K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-166- 3.68% |
$12.6K - $14.4K
|
4.35K
$251K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-169- 6.0% |
$12.8K - $14.6K
|
2.65K
$153K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 0.92% |
$12.8K - $14.6K
|
18.1K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-170- 0.49% |
$12.9K - $14.7K
|
34.4K
$1.98M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-173- 0.9% |
$13.1K - $15K
|
19.1K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-175Closed |
$13.3K - $15.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-178- 5.26% |
$13.5K - $15.4K
|
3.21K
$185K
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-182- 1.82% |
$13.8K - $15.8K
|
9.83K
$567K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-191- 5.48% |
$14.5K - $16.5K
|
3.3K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-194- 5.2% |
$14.7K - $16.8K
|
3.54K
$204K
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-200- 0.48% |
$15.2K - $17.3K
|
41.2K
$2.38M
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-200Closed |
$15.2K - $17.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-206- 5.64% |
$15.7K - $17.8K
|
3.45K
$199K
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-208- 1.09% |
$15.8K - $18K
|
18.9K
$1.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-216Closed |
$16.4K - $18.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-230- 7.28% |
$17.5K - $19.9K
|
2.93K
$169K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-232Closed |
$17.6K - $20.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-233- 37.52% |
$17.7K - $20.2K
|
388
$22.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-240Closed |
$18.2K - $20.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-243- 26.3% |
$18.5K - $21K
|
681
$39.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-257- 2.13% |
$19.5K - $22.2K
|
11.8K
$683K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-261- 10.31% |
$19.8K - $22.6K
|
2.27K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-263- 4.72% |
$20K - $22.8K
|
5.31K
$306K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-263- 2.3% |
$20K - $22.8K
|
11.2K
$645K
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-264- 2.78% |
$20.1K - $22.9K
|
9.23K
$532K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-271- 2.84% |
$20.6K - $23.5K
|
9.27K
$535K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-285- 0.16% |
$21.7K - $24.7K
|
175K
$10.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300Closed |
$22.8K - $26K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-317- 13.42% |
$24.1K - $27.4K
|
2.05K
$118K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-320- 10.26% |
$24.3K - $27.7K
|
2.8K
$162K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-331Closed |
$25.2K - $28.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-333- 7.86% |
$25.3K - $28.8K
|
3.9K
$225K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-334- 8.89% |
$25.4K - $28.9K
|
3.43K
$198K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-342- 7.91% |
$26K - $29.6K
|
3.98K
$230K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-343- 1.74% |
$26.1K - $29.7K
|
19.4K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-353- 10.98% |
$26.8K - $30.6K
|
2.86K
$165K
|
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-361- 10.94% |
$27.4K - $31.3K
|
2.94K
$170K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-374- 18.48% |
$28.4K - $32.4K
|
1.65K
$95.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-392- 3.12% |
$29.8K - $33.9K
|
12.2K
$703K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-421- 1.66% |
$32K - $36.4K
|
24.9K
$1.44M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-427- 9.33% |
$32.5K - $37K
|
4.15K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-435- 0.69% |
$33.1K - $37.7K
|
62.7K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-444- 1.99% |
$33.7K - $38.4K
|
21.9K
$1.26M
|