Independent Advisor Alliance W. P. Carey Inc. Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in W. P. Carey Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 8,956 shares of WPC stock, worth $505,834. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,956
Previous 10,033 10.73%
Holding current value
$505,834
Previous $552,000 1.09%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$54.63 - $63.96 $58,836 - $68,884
-1,077 Reduced 10.73%
8,956 $558,000
Q2 2024

Aug 12, 2024
BUY
$53.32 - $60.11 $39,190 - $44,180
735 Added 7.9%
10,033 $552,000
Q1 2024

May 08, 2024
SELL
$54.84 - $67.37 $90,047 - $110,621
-1,642 Reduced 15.01%
9,298 $524,000
Q4 2023

Feb 08, 2024
SELL
$52.21 - $65.68 $224,033 - $281,832
-4,291 Reduced 28.17%
10,940 $709,000
Q3 2023

Oct 24, 2023
SELL
$54.08 - $73.02 $177,436 - $239,578
-3,281 Reduced 17.72%
15,231 $823,000
Q2 2023

Jul 28, 2023
SELL
$66.29 - $76.27 $39,972 - $45,990
-603 Reduced 3.15%
18,512 $1.25 Million
Q1 2023

May 12, 2023
SELL
$75.21 - $85.55 $23,615 - $26,862
-314 Reduced 1.62%
19,115 $1.48 Million
Q4 2022

Feb 13, 2023
SELL
$68.46 - $81.68 $90,298 - $107,735
-1,319 Reduced 6.36%
19,429 $1.52 Million
Q3 2022

Nov 04, 2022
BUY
$68.77 - $89.3 $133,413 - $173,242
1,940 Added 10.31%
20,748 $1.45 Million
Q2 2022

Aug 04, 2022
SELL
$76.0 - $86.57 $43,092 - $49,085
-567 Reduced 2.93%
18,808 $1.56 Million
Q1 2022

May 06, 2022
SELL
$74.37 - $83.52 $15,840 - $17,789
-213 Reduced 1.09%
19,375 $1.57 Million
Q4 2021

Feb 11, 2022
BUY
$74.14 - $83.05 $33,511 - $37,538
452 Added 2.36%
19,588 $1.61 Million
Q3 2021

Nov 01, 2021
BUY
$73.04 - $80.69 $14,169 - $15,653
194 Added 1.02%
19,136 $1.4 Million
Q2 2021

Aug 12, 2021
BUY
$70.57 - $78.29 $86,307 - $95,748
1,223 Added 6.9%
18,942 $1.41 Million
Q1 2021

May 14, 2021
BUY
$66.32 - $71.74 $296,583 - $320,821
4,472 Added 33.76%
17,719 $1.25 Million
Q4 2020

Feb 11, 2021
BUY
$61.58 - $71.75 $202,290 - $235,698
3,285 Added 32.98%
13,247 $935,000
Q3 2020

Nov 04, 2020
BUY
$63.15 - $73.44 $18,818 - $21,885
298 Added 3.08%
9,962 $649,000
Q2 2020

Aug 06, 2020
SELL
$50.26 - $74.36 $72,022 - $106,557
-1,433 Reduced 12.91%
9,664 $654,000
Q1 2020

May 14, 2020
SELL
$43.86 - $88.27 $258,993 - $521,234
-5,905 Reduced 34.73%
11,097 $645,000
Q4 2019

Feb 07, 2020
SELL
$76.67 - $93.45 $486,011 - $592,379
-6,339 Reduced 27.16%
17,002 $1.36 Million
Q3 2019

Nov 12, 2019
SELL
$80.33 - $91.62 $142,023 - $161,984
-1,768 Reduced 7.04%
23,341 $2.07 Million
Q2 2019

Aug 12, 2019
BUY
$75.96 - $86.0 $648,242 - $733,924
8,534 Added 51.49%
25,109 $1.73 Million
Q1 2019

May 07, 2019
BUY
$64.14 - $78.88 $201,399 - $247,683
3,140 Added 23.37%
16,575 $1.3 Million
Q4 2018

Feb 12, 2019
BUY
$62.88 - $70.58 $266,359 - $298,976
4,236 Added 46.05%
13,435 $878,000
Q3 2018

Nov 13, 2018
SELL
$63.87 - $67.94 $12,710 - $13,520
-199 Reduced 2.12%
9,199 $586,000
Q2 2018

Aug 08, 2018
BUY
$61.13 - $67.65 $67,243 - $74,415
1,100 Added 13.26%
9,398 $624,000
Q1 2018

May 15, 2018
BUY
$59.24 - $68.47 $96,265 - $111,263
1,625 Added 24.35%
8,298 $508,000
Q4 2017

Feb 14, 2018
BUY
$67.77 - $72.32 $174,101 - $185,790
2,569 Added 62.6%
6,673 $452,000
Q3 2017

Nov 15, 2017
BUY
$65.87 - $69.93 $270,330 - $286,992
4,104
4,104 $280,000

Others Institutions Holding WPC

# of Institutions
877
Shares Held
140M
Call Options Held
1M
Put Options Held
791K
View Full List

About W. P. Carey Inc.

WPC Quotes by TradingView
  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.7B
  • 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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