A detailed history of H&H Retirement Design & Management Inc transactions in W. P. Carey Inc. stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 5,494 shares of WPC stock, worth $298,049. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,494
Previous 5,494 -0.0%
Holding current value
$298,049
Previous $302,000 13.25%
% of portfolio
0.2%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$52.21 - $65.68 $5,325 - $6,699
102 Added 1.89%
5,494 $356,000
Q3 2023

Oct 16, 2023

BUY
$54.08 - $73.02 $4,326 - $5,841
80 Added 1.51%
5,392 $291,000
Q2 2023

Jul 14, 2023

SELL
$66.29 - $76.27 $9,413 - $10,830
-142 Reduced 2.6%
5,312 $358,000
Q1 2023

Apr 14, 2023

SELL
$75.21 - $85.55 $13,236 - $15,056
-176 Reduced 3.13%
5,454 $422,000
Q4 2022

Jan 17, 2023

BUY
$68.46 - $81.68 $4,723 - $5,635
69 Added 1.24%
5,630 $0
Q3 2022

Oct 17, 2022

BUY
$68.77 - $89.3 $17,536 - $22,771
255 Added 4.81%
5,561 $388,000
Q2 2022

Aug 03, 2022

BUY
$76.0 - $86.57 $8,968 - $10,215
118 Added 2.27%
5,306 $464,000
Q4 2021

Feb 28, 2022

BUY
$74.14 - $83.05 $9,564 - $10,713
129 Added 2.55%
5,188 $393,000
Q2 2021

Jul 22, 2021

BUY
$70.57 - $78.29 $4,657 - $5,167
66 Added 1.32%
5,059 $399,000
Q1 2021

Apr 23, 2021

BUY
$66.32 - $71.74 $14,723 - $15,926
222 Added 4.65%
4,993 $368,000
Q3 2020

Dec 01, 2020

SELL
$63.15 - $73.44 $81,589 - $94,884
-1,292 Reduced 21.31%
4,771 $311,000
Q2 2020

Jul 17, 2020

BUY
$50.26 - $74.36 $5,026 - $7,436
100 Added 1.68%
6,063 $410,000
Q1 2020

May 14, 2020

BUY
$43.86 - $88.27 $261,537 - $526,354
5,963 New
5,963 $346,000

Others Institutions Holding WPC

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 ...
More about WPC
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