Cibc Private Wealth Group, LLC W. P. Carey Inc. Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 2,996 shares of WPC stock, worth $197,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,996

Previous 3,035 1.29%

Holding current value

$197,466

Previous $165,000 14.55%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$53.5 - $65.05 $2,086 - $2,536	-39 Reduced 1.29%	2,996 $189,000
Q4 2024 Feb 12, 2025	BUY	$53.44 - $61.33 $39,278 - $45,077	735 Added 31.96%	3,035 $165,000
Q3 2024 Nov 13, 2024	SELL	$54.63 - $63.96 $15,241 - $17,844	-279 Reduced 10.82%	2,300 $143,000
Q2 2024 Aug 09, 2024	SELL	$53.32 - $60.11 $35,084 - $39,552	-658 Reduced 20.33%	2,579 $141,000
Q1 2024 May 10, 2024	SELL	$54.84 - $67.37 $66,411 - $81,585	-1,211 Reduced 27.23%	3,237 $182,000
Q4 2023 Feb 13, 2024	BUY	$52.21 - $65.68 $232,230 - $292,144	4,448 New	4,448 $288,000
Q3 2023 Nov 13, 2023	BUY	$54.08 - $73.02 $279,485 - $377,367	5,168 New	5,168 $279,000
Q1 2022 May 16, 2022	SELL	$74.37 - $83.52 $904,785 - $1.02 Million	-12,166 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$74.14 - $83.05 $901,987 - $1.01 Million	12,166 New	12,166 $998,000
Q2 2020 Aug 13, 2020	SELL	$50.26 - $74.36 $217,374 - $321,607	-4,325 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$43.86 - $88.27 $286,274 - $576,138	-6,527 Reduced 60.15%	4,325 $251,000
Q4 2019 Jan 30, 2020	SELL	$76.67 - $93.45 $23,384 - $28,502	-305 Reduced 2.73%	10,852 $869,000
Q3 2019 Oct 16, 2019	SELL	$80.33 - $91.62 $8,434 - $9,620	-105 Reduced 0.93%	11,157 $999,000
Q2 2019 Jul 31, 2019	SELL	$75.96 - $86.0 $1.54 Million - $1.74 Million	-20,266 Reduced 64.28%	11,262 $914,000
Q1 2019 May 10, 2019	SELL	$64.14 - $78.88 $85,755 - $105,462	-1,337 Reduced 4.07%	31,528 $2.47 Million
Q4 2018 Feb 05, 2019	BUY	$62.88 - $70.58 $207,126 - $232,490	3,294 Added 11.14%	32,865 $2.15 Million
Q3 2018 Nov 14, 2018	BUY	$63.87 - $67.94 $77,218 - $82,139	1,209 Added 4.26%	29,571 $1.9 Million
Q2 2018 Aug 02, 2018	BUY	$61.13 - $67.65 $60,457 - $66,905	989 Added 3.61%	28,362 $1.88 Million
Q1 2018 May 17, 2018	BUY	$59.24 - $68.47 $189,686 - $219,240	3,202 Added 13.25%	27,373 $1.7 Million
Q4 2017 Feb 12, 2018	SELL	$67.77 - $72.32 $6,573 - $7,015	-97 Reduced 0.4%	24,171 $1.67 Million
Q3 2017 Nov 14, 2017	BUY	$65.87 - $69.93 $1.6 Million - $1.7 Million	24,268	24,268 $1.64 Million

Others Institutions Holding WPC

# of Institutions

939

Shares Held

156M

Call Options Held

1.33M

Put Options Held

588K

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 $13.6B
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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Cibc Private Wealth Group, LLC W. P. Carey Inc. Transaction History