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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
XK
201
Xact Kapitalforvaltning
Sweden
$612K
SXL
202
Summit X LLC
Missouri
$608K +$9.2K +143 +2%
DI
203
Diligent Investors
California
$591K +$3.28K +51 +0.5%
RIM
204
Redpoint Investment Management
Australia
$588K +$601K +9,335 New
IAA
205
Independent Advisor Alliance
North Carolina
$586K -$13.1K -203 -2%
CAM
206
Columbia Asset Management
Michigan
$583K +$595K +9,250 New
RB
207
Rodgers Brothers
Pennsylvania
$582K +$9.85K +153 +2%
SWP
208
Stratos Wealth Partners
Ohio
$567K +$9.85K +153 +2%
IWA
209
Independence Wealth Advisors
Virginia
$565K
LWAC
210
Laurel Wealth Advisors (California)
California
$562K +$29.6K +460 +5%
Franklin Resources
211
Franklin Resources
California
$561K +$245K +3,810 +75%
SW
212
SVB Wealth
Massachusetts
$555K -$90.4K -1,404 -14%
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
$553K +$265K +4,117 +88%
PTC
214
Private Trust Company
Ohio
$552K +$69.7K +1,083 +14%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$544K -$9.01K -140 -2%
FWIA
216
Fort Washington Investment Advisors
Ohio
$536K -$39.4K -612 -7%
CI
217
CX Institutional
Indiana
$530K -$51.9K -807 -9%
DIM
218
DC Investments Management
Virginia
$528K -$15.5K -241 -3%
ACG
219
Allen Capital Group
Nebraska
$525K
NFG
220
Noven Financial Group
Colorado
$522K -$56.3K -875 -10%
PHIMC
221
Private Harbour Investment Management & Counsel
Ohio
$511K +$65.7K +1,021 +14%
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$496K
FAAS
223
First Allied Advisory Services
California
$489K +$61.3K +953 +14%
VFA
224
Voya Financial Advisors
Connecticut
$485K -$6.63K -103 -1%
PAS
225
Park Avenue Securities
New York
$480K +$109K +1,692 +28%