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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kempner Capital Management
Texas
$203K +$196K +2,961 New
RIL
252
Rothschild Investment LLC
Illinois
$201K +$193K +2,926 New
Truist Financial
253
Truist Financial
North Carolina
$201K +$194K +2,933 New
SAMC
254
Shinko Asset Management Company
Japan
$196K -$27K -408 -12%
BPBT
255
Boston Private Bank & Trust
Massachusetts
$193K +$16.8K +255 +10%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$191K -$31.6K -478 -15%
WRM
257
Westport Resources Management
Connecticut
$165K
RNS
258
Robert N. Shapiro
$163K
WA
259
WFG Advisors
Texas
$150K -$2.51K -38 -2%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$150K +$5.02K +76 +4%
KT
261
Kanaly Trust
Texas
$138K
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$133K
PCM
263
Prelude Capital Management
New York
$126K -$40.4K -612 -25%
GGPS
264
Gary Goldberg Planning Services
New York
$122K
MFS
265
MSI Financial Services
Massachusetts
$119K -$58.1K -880 -34%
BKBG
266
BHF Kleinwort Benson Group
Belgium
$119K
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$108K +$43.6K +660 +72%
TFA
268
Transamerica Financial Advisors
Florida
$99K +$94.8K +1,435 New
CPIG
269
Chicago Partners Investment Group
Illinois
$98K +$94.2K +1,426 New
GWA
270
Genesis Wealth Advisors
Massachusetts
$95.3K +$93K +1,407 New
EWM
271
Evercore Wealth Management
New York
$91K -$20.3K -307 -19%
IGIM
272
I.G. Investment Management
Manitoba, Canada
$91K +$35.5K +538 +68%
ARMT
273
Amica Retiree Medical Trust
Rhode Island
$84K
Zurich Cantonal Bank
274
Zurich Cantonal Bank
Switzerland
$84K +$16.6K +251 +26%
HNB
275
Huntington National Bank
Ohio
$74K +$70.9K +1,073 New