Iag Wealth Partners, LLC W. P. Carey Inc. Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 2,489 shares of WPC stock, worth $138,562. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,489

Previous 2,845 12.51%

Holding current value

$138,562

Previous $156,000 0.64%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$54.63 - $63.96 $19,448 - $22,769	-356 Reduced 12.51%	2,489 $155,000
Q2 2024 Jul 16, 2024	BUY	$53.32 - $60.11 $8,317 - $9,377	156 Added 5.8%	2,845 $156,000
Q1 2024 Apr 24, 2024	BUY	$54.84 - $67.37 $5,209 - $6,400	95 Added 3.66%	2,689 $151,000
Q4 2023 Feb 02, 2024	SELL	$52.21 - $65.68 $16,654 - $20,951	-319 Reduced 10.95%	2,594 $168,000
Q3 2023 Oct 24, 2023	SELL	$54.08 - $73.02 $2,758 - $3,724	-51 Reduced 1.72%	2,913 $157,000
Q2 2023 Aug 10, 2023	SELL	$66.29 - $76.27 $8,750 - $10,067	-132 Reduced 4.26%	2,964 $200,000
Q1 2023 Apr 25, 2023	SELL	$75.21 - $85.55 $42,869 - $48,763	-570 Reduced 15.55%	3,096 $239,000
Q4 2022 Feb 08, 2023	SELL	$68.46 - $81.68 $420,892 - $502,168	-6,148 Reduced 62.65%	3,666 $286,000
Q3 2022 Oct 26, 2022	BUY	$68.77 - $89.3 $439,646 - $570,894	6,393 Added 186.88%	9,814 $685,000
Q2 2022 Aug 03, 2022	BUY	$76.0 - $86.57 $99,028 - $112,800	1,303 Added 61.52%	3,421 $283,000
Q4 2021 Feb 14, 2022	SELL	$74.14 - $83.05 $14,605 - $16,360	-197 Reduced 8.51%	2,118 $174,000
Q3 2021 Nov 04, 2021	SELL	$73.04 - $80.69 $9,495 - $10,489	-130 Reduced 5.32%	2,315 $170,000
Q2 2021 Aug 04, 2021	SELL	$70.57 - $78.29 $36,625 - $40,632	-519 Reduced 17.51%	2,445 $183,000
Q4 2020 Feb 11, 2021	SELL	$61.58 - $71.75 $20,506 - $23,892	-333 Reduced 10.1%	2,964 $210,000
Q3 2020 Feb 11, 2021	BUY	$63.15 - $73.44 $59,739 - $69,474	946 Added 40.24%	3,297 $215,000
Q2 2020 Feb 11, 2021	SELL	$50.26 - $74.36 $8,544 - $12,641	-170 Reduced 6.74%	2,351 $160,000
Q1 2020 Feb 11, 2021	SELL	$43.86 - $88.27 $15,833 - $31,865	-361 Reduced 12.53%	2,521 $147,000
Q4 2019 Feb 11, 2021	BUY	$76.67 - $93.45 $220,962 - $269,322	2,882 New	2,882 $231,000

Others Institutions Holding WPC

# of Institutions

863

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 $11.5B
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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Iag Wealth Partners, LLC W. P. Carey Inc. Transaction History