Ifp Advisors, Inc W. P. Carey Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in W. P. Carey Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,289 shares of WPC stock, worth $73,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,289

Previous 1,427 9.67%

Holding current value

$73,601

Previous $80,000 12.5%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$53.32 - $60.11 $7,358 - $8,295	-138 Reduced 9.67%	1,289 $70,000
Q1 2024 Jul 30, 2024	SELL	$54.84 - $67.37 $91,747 - $112,710	-1,673 Reduced 53.97%	1,427 $80,000
Q4 2023 Jan 09, 2024	BUY	$52.21 - $65.68 $14,618 - $18,390	280 Added 9.93%	3,100 $200,000
Q3 2023 Oct 12, 2023	BUY	$54.08 - $73.02 $2,704 - $3,651	50 Added 1.81%	2,820 $152,000
Q2 2023 Aug 04, 2023	SELL	$66.29 - $76.27 $29,631 - $34,092	-447 Reduced 13.89%	2,770 $187,000
Q1 2023 Apr 18, 2023	SELL	$75.21 - $85.55 $702,687 - $799,293	-9,343 Reduced 74.39%	3,217 $249,000
Q4 2022 Feb 07, 2023	SELL	$68.46 - $81.68 $100,773 - $120,232	-1,472 Reduced 10.49%	12,560 $738,000
Q3 2022 Nov 08, 2022	BUY	$68.77 - $89.3 $206,310 - $267,900	3,000 Added 27.19%	14,032 $822,000
Q2 2022 Sep 06, 2022	BUY	$76.0 - $86.57 $838,432 - $955,040	11,032 New	11,032 $650,000
Q2 2022 Aug 12, 2022	SELL	$76.0 - $86.57 $838,432 - $955,040	-11,032 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$74.37 - $83.52 $628,872 - $706,245	8,456 Added 328.26%	11,032 $891,000
Q1 2022 Aug 08, 2022	BUY	$74.37 - $83.52 $9,668 - $10,857	130 Added 5.31%	2,576 $208,000
Q4 2021 Jan 12, 2022	BUY	$74.14 - $83.05 $444 - $498	6 Added 0.25%	2,446 $202,000
Q4 2020 Jan 25, 2021	SELL	$61.58 - $71.75 $92,985 - $108,342	-1,510 Reduced 38.23%	2,440 $172,000
Q3 2020 Oct 29, 2020	SELL	$63.15 - $73.44 $66,181 - $76,965	-1,048 Reduced 20.97%	3,950 $257,000
Q2 2020 Aug 05, 2020	SELL	$50.26 - $74.36 $234,613 - $347,112	-4,668 Reduced 48.29%	4,998 $333,000
Q1 2020 May 12, 2020	SELL	$43.86 - $88.27 $248,510 - $500,137	-5,666 Reduced 36.96%	9,666 $583,000
Q4 2019 Jan 17, 2020	SELL	$76.67 - $93.45 $334,511 - $407,722	-4,363 Reduced 22.15%	15,332 $1.22 Million
Q3 2019 Nov 07, 2019	BUY	$80.33 - $91.62 $710,277 - $810,104	8,842 Added 81.47%	19,695 $1.77 Million
Q1 2019 May 15, 2019	SELL	$64.14 - $78.88 $2.5 Million - $3.07 Million	-38,966 Reduced 78.22%	10,853 $853,000
Q4 2018 Jan 23, 2019	BUY	$62.88 - $70.58 $70,362 - $78,979	1,119 Added 2.3%	49,819 $3.26 Million
Q3 2018 Oct 25, 2018	SELL	$63.87 - $67.94 $7,983 - $8,492	-125 Reduced 0.26%	48,700 $0
Q2 2018 Aug 07, 2018	BUY	$61.13 - $67.65 $39,123 - $43,296	640 Added 1.33%	48,825 $0
Q1 2018 Jun 03, 2019	BUY	$59.24 - $68.47 $785,048 - $907,364	13,252 Added 37.94%	48,185 $3.32 Million
Q1 2018 May 09, 2018	SELL	$59.24 - $68.47 $785,048 - $907,364	-13,252 Reduced 27.5%	34,933 $0
Q4 2017 Jan 24, 2018	BUY	$67.77 - $72.32 $206,427 - $220,286	3,046 Added 6.75%	48,185 $0
Q3 2017 Oct 30, 2017	SELL	$65.87 - $69.93 $1,778 - $1,888	-27 Reduced 0.06%	45,139 $3.04 Million
Q2 2017 Jun 03, 2019	BUY	N/A	5,343 Added 13.42%	45,166 $2.98 Million
Q1 2017 Jun 03, 2019	BUY	N/A	1,724 Added 4.53%	39,823 $2.48 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-1,777 Reduced 4.46%	38,099 $2.25 Million
Q2 2016 Jun 03, 2019	BUY	N/A	29,023 Added 267.42%	39,876 $2.77 Million
Q1 2016 Jun 03, 2019	BUY	N/A	10,853	10,853 $853,000

Others Institutions Holding WPC

# of Institutions

877

Shares Held

140M

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 $11.8B
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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