Benjamin F. Edwards & Company, Inc. W. P. Carey Inc. Transaction History

Benjamin F. Edwards & Company, Inc.

$5.69 Billion
Q2 2024

A detailed history of Benjamin F. Edwards & Company, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 4,130 shares of WPC stock, worth $273,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,130

Previous 4,130 -0.0%

Holding current value

$273,075

Previous $233,000 2.58%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$54.08 - $73.02 $151,424 - $204,456	-2,800 Reduced 40.4%	4,130 $223,000
Q2 2023 Aug 15, 2023	SELL	$66.29 - $76.27 $2,253 - $2,593	-34 Reduced 0.49%	6,930 $468,000
Q1 2023 Apr 27, 2023	SELL	$75.21 - $85.55 $60,243 - $68,525	-801 Reduced 10.32%	6,964 $539,000
Q3 2022 Oct 28, 2022	BUY	$68.77 - $89.3 $50,821 - $65,992	739 Added 10.52%	7,765 $542,000
Q2 2022 Aug 12, 2022	SELL	$76.0 - $86.57 $12,464 - $14,197	-164 Reduced 2.28%	7,026 $582,000
Q1 2022 May 04, 2022	SELL	$74.37 - $83.52 $11,155 - $12,528	-150 Reduced 2.04%	7,190 $581,000
Q4 2020 Feb 16, 2021	SELL	$61.58 - $71.75 $48,586 - $56,610	-789 Reduced 9.71%	7,340 $518,000
Q3 2020 Nov 13, 2020	SELL	$63.15 - $73.44 $41,047 - $47,736	-650 Reduced 7.4%	8,129 $530,000
Q2 2020 Aug 14, 2020	BUY	$50.26 - $74.36 $6,734 - $9,964	134 Added 1.55%	8,779 $594,000
Q4 2019 Feb 06, 2020	SELL	$76.67 - $93.45 $84,337 - $102,795	-1,100 Reduced 11.29%	8,645 $692,000
Q3 2019 Nov 05, 2019	SELL	$80.33 - $91.62 $4,096 - $4,672	-51 Reduced 0.52%	9,745 $872,000
Q2 2019 Aug 08, 2019	SELL	$75.96 - $86.0 $11,318 - $12,814	-149 Reduced 1.5%	9,796 $795,000
Q1 2019 May 15, 2019	SELL	$64.14 - $78.88 $36,816 - $45,277	-574 Reduced 5.46%	9,945 $779,000
Q4 2018 Jan 31, 2019	BUY	$62.88 - $70.58 $18,046 - $20,256	287 Added 2.8%	10,519 $687,000
Q3 2018 Oct 29, 2018	BUY	$63.87 - $67.94 $16,925 - $18,004	265 Added 2.66%	10,232 $658,000
Q1 2018 Apr 17, 2018	SELL	$59.24 - $68.47 $67,770 - $78,329	-1,144 Reduced 10.3%	9,967 $618,000
Q3 2017 Oct 24, 2017	BUY	$65.87 - $69.93 $731,881 - $776,992	11,111	11,111 $749,000

Others Institutions Holding WPC

# of Institutions

920

Shares Held

152M

Call Options Held

1.42M

Put Options Held

707K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $13.7B
Description
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...

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Benjamin F. Edwards & Company, Inc. W. P. Carey Inc. Transaction History