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 12, 2022
Q2 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
10.6K+ 4.28% |
$806K - $918K
|
258K
$14.5M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 17.49% |
$788K - $898K
|
69.7K
$3.91M
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10.2K+ 48.48% |
$778K - $886K
|
31.4K
$1.76M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.65K+ 7.13% |
$734K - $836K
|
145K
$8.13M
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.54K+ 158.0% |
$725K - $825K
|
15.6K
$873K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.49K+ 5.47% |
$721K - $821K
|
183K
$10.2M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.33K+ 159.92% |
$709K - $807K
|
15.2K
$850K
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
9.09KNew |
$691K - $787K
|
9.09K
$509K
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
8.78K+ 12.88% |
$668K - $760K
|
77K
$4.32M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.77K+ 149.43% |
$667K - $759K
|
14.6K
$821K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.72KNew |
$663K - $755K
|
8.72K
$489K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.71K+ 6.92% |
$662K - $754K
|
135K
$7.55M
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.66K+ 2.86% |
$658K - $750K
|
312K
$17.5M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
8.49KNew |
$646K - $735K
|
8.49K
$476K
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
8.38K+ 11.24% |
$637K - $725K
|
83K
$4.65M
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
7.99K+ 6.27% |
$607K - $692K
|
135K
$7.6M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.69K+ 2.23% |
$585K - $666K
|
353K
$19.8M
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.69K+ 6.38% |
$584K - $665K
|
128K
$7.18M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.62K+ 19.21% |
$579K - $659K
|
47.3K
$2.65M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
7.58K+ 35.02% |
$576K - $656K
|
29.2K
$1.64M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.39K+ 24.5% |
$561K - $639K
|
37.5K
$2.1M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
7.12K+ 12.29% |
$541K - $616K
|
65K
$3.65M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.8K+ 6.73% |
$516K - $588K
|
108K
$6.05M
|
|
Aug 12, 2022
Q2 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
6.7K+ 3.66% |
$509K - $580K
|
190K
$10.6M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.63K+ 0.35% |
$504K - $574K
|
1.92M
$108M
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.35KNew |
$483K - $550K
|
6.35K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.03KNew |
$458K - $522K
|
6.03K
$338K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.93K+ 4.2% |
$450K - $513K
|
147K
$8.25M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.87K+ 15.64% |
$446K - $508K
|
43.4K
$2.43M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.71K+ 1426.75% |
$434K - $494K
|
6.11K
$342K
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.61KNew |
$426K - $485K
|
5.61K
$314K
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.57K+ 32.16% |
$423K - $482K
|
22.9K
$1.28M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.55K+ 141.2% |
$422K - $480K
|
9.48K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.39K+ 5.93% |
$409K - $466K
|
96.3K
$5.4M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.38K+ 212.06% |
$409K - $466K
|
7.92K
$444K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.36KNew |
$407K - $464K
|
5.36K
$300K
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5.35K+ 24.98% |
$407K - $463K
|
26.8K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.21KNew |
$396K - $451K
|
5.21K
$292K
|
|
Aug 15, 2022
Q2 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
5.12KNew |
$389K - $443K
|
5.12K
$287K
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.06KNew |
$384K - $438K
|
5.06K
$284K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.02K+ 0.55% |
$382K - $435K
|
919K
$51.5M
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.02K+ 56.4% |
$382K - $435K
|
13.9K
$780K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5K+ 9.52% |
$380K - $433K
|
57.5K
$3.23M
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5KNew |
$380K - $433K
|
5K
$280K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.81K+ 24.91% |
$365K - $416K
|
24.1K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.77KNew |
$363K - $413K
|
4.77K
$268K
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
BUY
|
- |
4.51K+ 36.33% |
$343K - $390K
|
16.9K
$949K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.51K+ 25.98% |
$343K - $390K
|
21.9K
$1.23M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.4KNew |
$334K - $381K
|
4.4K
$247K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.37K+ 23.08% |
$332K - $378K
|
23.3K
$1.31M
|