Kerntke Otto Mc Glone Wealth Management Group W. P. Carey Inc. Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in W. P. Carey Inc. stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 6,868 shares of WPC stock, worth $422,519. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,868
Previous 6,839 0.42%
Holding current value
$422,519
Previous $372,000 16.4%
% of portfolio
0.38%
Previous 0.29%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$53.5 - $65.05 $1,551 - $1,886
29 Added 0.42%
6,868 $433,000
Q4 2024

Feb 14, 2025
SELL
$53.44 - $61.33 $36,392 - $41,765
-681 Reduced 9.06%
6,839 $372,000
Q3 2024

Nov 12, 2024
SELL
$54.63 - $63.96 $14,913 - $17,461
-273 Reduced 3.5%
7,520 $468,000
Q2 2024

Aug 14, 2024
BUY
$53.32 - $60.11 $2,506 - $2,825
47 Added 0.61%
7,793 $429,000
Q1 2024

May 10, 2024
SELL
$54.84 - $67.37 $9,651 - $11,857
-176 Reduced 2.22%
7,746 $437,000
Q4 2023

Feb 06, 2024
BUY
$52.21 - $65.68 $68,812 - $86,566
1,318 Added 19.96%
7,922 $513,000
Q3 2023

Nov 13, 2023
BUY
$54.08 - $73.02 $5,245 - $7,082
97 Added 1.49%
6,604 $357,000
Q2 2023

Aug 09, 2023
BUY
$66.29 - $76.27 $10,738 - $12,355
162 Added 2.55%
6,507 $439,000
Q1 2023

May 04, 2023
BUY
$75.21 - $85.55 $6,016 - $6,844
80 Added 1.28%
6,345 $491,000
Q4 2022

Feb 14, 2023
BUY
$68.46 - $81.68 $2,190 - $2,613
32 Added 0.51%
6,265 $489,000
Q3 2022

Nov 14, 2022
SELL
$68.77 - $89.3 $21,731 - $28,218
-316 Reduced 4.83%
6,233 $435,000
Q2 2022

Aug 12, 2022
BUY
$76.0 - $86.57 $3,876 - $4,415
51 Added 0.78%
6,549 $543,000
Q1 2022

May 16, 2022
SELL
$74.37 - $83.52 $46,332 - $52,032
-623 Reduced 8.75%
6,498 $525,000
Q4 2021

Feb 14, 2022
SELL
$74.14 - $83.05 $137,159 - $153,642
-1,850 Reduced 20.62%
7,121 $584,000
Q3 2021

Nov 09, 2021
SELL
$73.04 - $80.69 $649,325 - $717,334
-8,890 Reduced 49.77%
8,971 $655,000
Q2 2021

Aug 04, 2021
BUY
$70.57 - $78.29 $50,951 - $56,525
722 Added 4.21%
17,861 $1.33 Million
Q1 2021

May 14, 2021
SELL
$66.32 - $71.74 $124,880 - $135,086
-1,883 Reduced 9.9%
17,139 $1.21 Million
Q4 2020

Feb 12, 2021
SELL
$61.58 - $71.75 $280,189 - $326,462
-4,550 Reduced 19.3%
19,022 $1.34 Million
Q3 2020

Nov 12, 2020
SELL
$63.15 - $73.44 $273,692 - $318,288
-4,334 Reduced 15.53%
23,572 $1.54 Million
Q2 2020

Jul 31, 2020
BUY
$50.26 - $74.36 $39,956 - $59,116
795 Added 2.93%
27,906 $1.89 Million
Q1 2020

Apr 27, 2020
BUY
$43.86 - $88.27 $45,877 - $92,330
1,046 Added 4.01%
27,111 $1.58 Million
Q4 2019

Feb 21, 2020
BUY
$76.67 - $93.45 $2 Million - $2.44 Million
26,065 New
26,065 $2.09 Million

Others Institutions Holding WPC

# of Institutions
899
Shares Held
149M
Call Options Held
934K
Put Options Held
811K
View Full List

About W. P. Carey Inc.

WPC Quotes by TradingView
  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $12.7B
  • 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 Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group 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 Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email