A detailed history of Joel Isaacson & Co., LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 4,573 shares of WPC stock, worth $251,469. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,573
Previous 5,073 9.86%
Holding current value
$251,469
Previous $279,000 1.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$54.63 - $63.96 $27,315 - $31,980
-500 Reduced 9.86%
4,573 $284,000
Q1 2024

Apr 29, 2024

SELL
$54.84 - $67.37 $36,084 - $44,329
-658 Reduced 11.48%
5,073 $286,000
Q4 2023

Jan 24, 2024

SELL
$52.21 - $65.68 $1,357 - $1,707
-26 Reduced 0.45%
5,731 $371,000
Q3 2023

Oct 23, 2023

BUY
$54.08 - $73.02 $47,157 - $63,673
872 Added 17.85%
5,757 $311,000
Q2 2023

Jul 26, 2023

BUY
$66.29 - $76.27 $9,943 - $11,440
150 Added 3.17%
4,885 $330,000
Q4 2022

Jan 27, 2023

BUY
$68.46 - $81.68 $3,422 - $4,084
50 Added 1.07%
4,735 $0
Q3 2022

Oct 13, 2022

BUY
$68.77 - $89.3 $27,576 - $35,809
401 Added 9.36%
4,685 $327,000
Q3 2021

Oct 21, 2021

BUY
$73.04 - $80.69 $1,899 - $2,097
26 Added 0.61%
4,284 $313,000
Q4 2020

Jan 22, 2021

BUY
$61.58 - $71.75 $6,158 - $7,175
100 Added 2.41%
4,258 $301,000
Q2 2020

Jul 21, 2020

BUY
$50.26 - $74.36 $20,104 - $29,744
400 Added 10.64%
4,158 $281,000
Q3 2017

Nov 02, 2017

BUY
$65.87 - $69.93 $247,539 - $262,796
3,758
3,758 $253,000

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 $11.4B
  • 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 ...
More about WPC
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., 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 Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.