A detailed history of Institutional & Family Asset Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 1,319 shares of WPC stock, worth $73,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,319
Previous 1,319 -0.0%
Holding current value
$73,587
Previous $74,000 2.7%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 14, 2019

SELL
$62.88 - $70.58 $28,296 - $31,761
-450 Reduced 25.44%
1,319 $86,000
Q2 2018

Aug 13, 2018

SELL
$61.13 - $67.65 $52,449 - $58,043
-858 Reduced 32.66%
1,769 $117,000
Q1 2018

May 14, 2018

SELL
$59.24 - $68.47 $197,980 - $228,826
-3,342 Reduced 55.99%
2,627 $163,000
Q4 2017

Feb 14, 2018

BUY
$67.77 - $72.32 $108,432 - $115,711
1,600 Added 36.62%
5,969 $411,000
Q3 2017

Nov 14, 2017

BUY
$65.87 - $69.93 $69,163 - $73,426
1,050 Added 31.64%
4,369 $294,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,319
3,319 $219,000

Others Institutions Holding WPC

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 ...
More about WPC
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.