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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
251
Karpus Investment Management
New York
$257K
RFM
252
Royal Fund Management
Florida
$256K +$64.4K +1,018 +35%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$253K +$40.8K +646 +20%
DWA
254
Douglass Winthrop Advisors
New York
$251K
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$250K +$43.2K +684 +22%
JIC
256
Joel Isaacson & Co
New York
$248K
APP
257
Avantax Planning Partners
Iowa
$246K -$2.53K -40 -1%
PL
258
Plancorp LLC
Missouri
$244K
GT
259
Glenmede Trust
Pennsylvania
$238K
EFS
260
Essex Financial Services
Connecticut
$237K -$3.22K -51 -1%
EP
261
Elkfork Partners
Oregon
$235K -$278K -4,402 -55%
RIL
262
Rothschild Investment LLC
Illinois
$235K -$110K -1,736 -32%
HDIM
263
Hanson & Doremus Investment Management
Vermont
$230K +$86.8K +1,373 +63%
CIAS
264
Capital Investment Advisory Services
North Carolina
$223K +$218K +3,455 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$221K
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$220K
IFAM
267
Institutional & Family Asset Management
Colorado
$219K
CAM
268
Capstone Asset Management
Texas
$215K +$210K +3,324 New
Lazard Asset Management
269
Lazard Asset Management
New York
$211K
OC
270
Oppenheimer & Co
New York
$208K +$203K +3,211 New
CAM
271
Carret Asset Management
New York
$205K +$201K +3,176 New
CG
272
Clinton Group
New York
$204K -$196K -3,097 -49%
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$203K -$148K -2,348 -43%
HAG
274
HighPoint Advisor Group
Illinois
$203K
Federated Hermes
275
Federated Hermes
Pennsylvania
$191K +$9.17K +145 +5%