Founders Financial Alliance, LLC W. P. Carey Inc. Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 15,602 shares of WPC stock, worth $846,408. This represents 0.28% of its overall portfolio holdings.

Number of Shares

15,602

Previous 15,727 0.79%

Holding current value

$846,408

Previous $865,000 12.37%

% of portfolio

0.28%

Previous 0.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$54.63 - $63.96 $6,828 - $7,995	-125 Reduced 0.79%	15,602 $972,000
Q2 2024 Aug 23, 2024	SELL	$53.32 - $60.11 $13,116 - $14,787	-246 Reduced 1.54%	15,727 $865,000
Q1 2024 May 14, 2024	SELL	$54.84 - $67.37 $31,916 - $39,209	-582 Reduced 3.52%	15,973 $901,000
Q4 2023 Feb 09, 2024	SELL	$52.21 - $65.68 $14,148 - $17,799	-271 Reduced 1.61%	16,555 $1.07 Million
Q3 2023 Nov 13, 2023	SELL	$54.08 - $73.02 $8,274 - $11,172	-153 Reduced 0.9%	16,826 $909,000
Q2 2023 Aug 11, 2023	BUY	$66.29 - $76.27 $46,933 - $53,999	708 Added 4.35%	16,979 $1.15 Million
Q1 2023 May 15, 2023	SELL	$75.21 - $85.55 $26,925 - $30,626	-358 Reduced 2.15%	16,271 $1.26 Million
Q4 2022 Feb 15, 2023	BUY	$68.46 - $81.68 $20,469 - $24,422	299 Added 1.83%	16,629 $1.3 Million
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $798,007 - $1.04 Million	11,604 Added 245.54%	16,330 $1.14 Million
Q2 2022 Aug 15, 2022	SELL	$76.0 - $86.57 $784,852 - $894,008	-10,327 Reduced 68.6%	4,726 $392,000
Q1 2022 May 12, 2022	SELL	$74.37 - $83.52 $39,118 - $43,931	-526 Reduced 3.38%	15,053 $1.22 Million
Q4 2021 Feb 14, 2022	BUY	$74.14 - $83.05 $26,838 - $30,064	362 Added 2.38%	15,579 $1.28 Million
Q3 2021 Nov 15, 2021	BUY	$73.04 - $80.69 $168,576 - $186,232	2,308 Added 17.88%	15,217 $1.11 Million
Q2 2021 Aug 02, 2021	BUY	$70.57 - $78.29 $109,101 - $121,036	1,546 Added 13.61%	12,909 $961,000
Q1 2021 May 14, 2021	BUY	$66.32 - $71.74 $107,305 - $116,075	1,618 Added 16.6%	11,363 $811,000
Q4 2020 Feb 04, 2021	BUY	$61.58 - $71.75 $117,556 - $136,970	1,909 Added 24.36%	9,745 $688,000
Q3 2020 Nov 13, 2020	BUY	$63.15 - $73.44 $494,843 - $575,475	7,836 New	7,836 $511,000

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

Call Options Held

Put Options Held

791K

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 $11.2B
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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Founders Financial Alliance, LLC W. P. Carey Inc. Transaction History