Kc Investment Advisors, LLC W. P. Carey Inc. Transaction History

Kc Investment Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$54.08 - $73.02 $30,933 - $41,767	572 Added 12.73%	5,065 $273,000
Q2 2023 Aug 07, 2023	BUY	$66.29 - $76.27 $297,840 - $342,681	4,493 New	4,493 $303,000
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $219,307 - $284,777	3,189 New	3,189 $223,000
Q1 2020 May 14, 2020	SELL	$43.86 - $88.27 $145,834 - $293,497	-3,325 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$76.67 - $93.45 $11,883 - $14,484	-155 Reduced 4.45%	3,325 $266,000
Q3 2019 Nov 14, 2019	SELL	$80.33 - $91.62 $97,600 - $111,318	-1,215 Reduced 25.88%	3,480 $311,000
Q2 2019 Aug 14, 2019	SELL	$75.96 - $86.0 $50,133 - $56,760	-660 Reduced 12.32%	4,695 $381,000
Q1 2019 May 13, 2019	BUY	$64.14 - $78.88 $8,979 - $11,043	140 Added 2.68%	5,355 $419,000
Q4 2018 Feb 14, 2019	SELL	$62.88 - $70.58 $56,277 - $63,169	-895 Reduced 14.65%	5,215 $341,000
Q3 2018 Nov 15, 2018	BUY	$63.87 - $67.94 $8,622 - $9,171	135 Added 2.26%	6,110 $393,000
Q2 2018 Aug 10, 2018	BUY	$61.13 - $67.65 $4,584 - $5,073	75 Added 1.27%	5,975 $396,000
Q1 2018 May 15, 2018	BUY	$59.24 - $68.47 $349,516 - $403,973	5,900 New	5,900 $366,000

878

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.3B
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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