Institute For Wealth Management, Llc. W. P. Carey Inc. Transaction History

Institute For Wealth Management, Llc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 28, 2019	SELL	$80.33 - $91.62 $265,570 - $302,895	-3,306 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$75.96 - $86.0 $158,224 - $179,138	-2,083 Reduced 38.65%	3,306 $268,000
Q1 2019 May 15, 2019	SELL	$64.14 - $78.88 $20,845 - $25,636	-325 Reduced 5.69%	5,389 $422,000
Q4 2018 Feb 08, 2019	BUY	$62.88 - $70.58 $359,296 - $403,294	5,714 New	5,714 $373,000

878

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.4B
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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