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

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

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 7,520 shares of WPC stock, worth $423,827. This represents 0.4% of its overall portfolio holdings.

Number of Shares

7,520

Previous 7,793 3.5%

Holding current value

$423,827

Previous $429,000 9.09%

% of portfolio

0.4%

Previous 0.4%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

879

Shares Held

140M

Call Options Held

Put Options Held

791K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.7B
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 ...

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