Inspirion Wealth Advisors, LLC W. P. Carey Inc. Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 34,179 shares of WPC stock, worth $1.91 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

34,179

Previous 36,387 6.07%

Holding current value

$1.91 Million

Previous $2 Million 6.29%

% of portfolio

0.3%

Previous 0.31%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$54.63 - $63.96 $120,623 - $141,223	-2,208 Reduced 6.07%	34,179 $2.13 Million
Q2 2024 Jul 12, 2024	SELL	$53.32 - $60.11 $51,933 - $58,547	-974 Reduced 2.61%	36,387 $2 Million
Q1 2024 Apr 12, 2024	SELL	$54.84 - $67.37 $139,787 - $171,726	-2,549 Reduced 6.39%	37,361 $2.11 Million
Q4 2023 Jan 10, 2024	SELL	$52.21 - $65.68 $639,050 - $803,923	-12,240 Reduced 23.47%	39,910 $2.59 Million
Q3 2023 Oct 13, 2023	SELL	$54.08 - $73.02 $171,595 - $231,692	-3,173 Reduced 5.74%	52,150 $2.82 Million
Q2 2023 Jul 20, 2023	SELL	$66.29 - $76.27 $36,989 - $42,558	-558 Reduced 1.0%	55,323 $3.74 Million
Q1 2023 Apr 07, 2023	SELL	$75.21 - $85.55 $116,049 - $132,003	-1,543 Reduced 2.69%	55,881 $4.33 Million
Q4 2022 Jan 18, 2023	SELL	$68.46 - $81.68 $343,669 - $410,033	-5,020 Reduced 8.04%	57,424 $0
Q3 2022 Oct 18, 2022	SELL	$68.77 - $89.3 $67,532 - $87,692	-982 Reduced 1.55%	62,444 $4.36 Million
Q2 2022 Jul 27, 2022	SELL	$76.0 - $86.57 $63,840 - $72,718	-840 Reduced 1.31%	63,426 $5.26 Million
Q1 2022 Apr 14, 2022	SELL	$74.37 - $83.52 $134,014 - $150,503	-1,802 Reduced 2.73%	64,266 $5.2 Million
Q4 2021 Jan 21, 2022	SELL	$74.14 - $83.05 $252,372 - $282,702	-3,404 Reduced 4.9%	66,068 $5.42 Million
Q3 2021 Oct 08, 2021	SELL	$73.04 - $80.69 $7,815 - $8,633	-107 Reduced 0.15%	69,472 $5.07 Million
Q2 2021 Jul 16, 2021	SELL	$70.57 - $78.29 $90,823 - $100,759	-1,287 Reduced 1.82%	69,579 $5.19 Million
Q1 2021 Apr 15, 2021	SELL	$66.32 - $71.74 $65,391 - $70,735	-986 Reduced 1.37%	70,866 $5.01 Million
Q4 2020 Jan 22, 2021	SELL	$61.58 - $71.75 $159,122 - $185,402	-2,584 Reduced 3.47%	71,852 $5.07 Million
Q3 2020 Oct 14, 2020	SELL	$63.15 - $73.44 $62,329 - $72,485	-987 Reduced 1.31%	74,436 $4.85 Million
Q2 2020 Jul 09, 2020	SELL	$50.26 - $74.36 $337,144 - $498,806	-6,708 Reduced 8.17%	75,423 $5.1 Million
Q1 2020 Apr 23, 2020	SELL	$43.86 - $88.27 $229,607 - $462,093	-5,235 Reduced 5.99%	82,131 $4.77 Million
Q4 2019 Jan 14, 2020	SELL	$76.67 - $93.45 $577,708 - $704,145	-7,535 Reduced 7.94%	87,366 $6.99 Million
Q3 2019 Oct 22, 2019	SELL	$80.33 - $91.62 $401,489 - $457,916	-4,998 Reduced 5.0%	94,901 $8.49 Million
Q2 2019 Jul 15, 2019	SELL	$75.96 - $86.0 $666,169 - $754,220	-8,770 Reduced 8.07%	99,899 $8.11 Million
Q1 2019 Apr 16, 2019	SELL	$64.14 - $78.88 $560,198 - $688,937	-8,734 Reduced 7.44%	108,669 $8.51 Million
Q4 2018 Jan 22, 2019	BUY	$62.88 - $70.58 $5.24 Million - $5.88 Million	83,276 Added 244.02%	117,403 $7.67 Million
Q3 2018 Nov 14, 2018	SELL	$63.87 - $67.94 $28,677 - $30,505	-449 Reduced 1.3%	34,127 $2.2 Million
Q1 2018 Apr 18, 2018	SELL	$59.24 - $68.47 $5,924 - $6,847	-100 Reduced 0.29%	34,576 $2.14 Million
Q4 2017 Jan 16, 2018	SELL	$67.77 - $72.32 $37,137 - $39,631	-548 Reduced 1.56%	34,676 $2.39 Million
Q3 2017 Nov 14, 2017	BUY	$65.87 - $69.93 $2.32 Million - $2.46 Million	35,224	35,224 $2.37 Million

Others Institutions Holding WPC

# of Institutions

879

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 $11.5B
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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Inspirion Wealth Advisors, LLC W. P. Carey Inc. Transaction History