M Holdings Securities, Inc. W. P. Carey Inc. Transaction History

M Holdings Securities, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$52.21 - $65.68 $43,386 - $54,580	-831 Reduced 4.12%	19,323 $1.25 Million
Q3 2023 Feb 14, 2024	BUY	$54.08 - $73.02 $752,360 - $1.02 Million	13,912 Added 222.88%	20,154 $1.09 Million
Q2 2023 Sep 26, 2023	SELL	$66.29 - $76.27 $1.05 Million - $1.21 Million	-15,800 Reduced 71.68%	6,242 $422,000
Q1 2023 May 15, 2023	SELL	$75.21 - $85.55 $827,234 - $940,964	-10,999 Reduced 33.29%	22,042 $1.71 Million
Q4 2022 Feb 10, 2023	SELL	$68.46 - $81.68 $21,701 - $25,892	-317 Reduced 0.95%	33,041 $2.58 Million
Q3 2022 Nov 16, 2022	SELL	$68.77 - $89.3 $15,679 - $20,360	-228 Reduced 0.68%	33,358 $2.33 Million
Q2 2022 Aug 16, 2022	BUY	$76.0 - $86.57 $33,136 - $37,744	436 Added 1.32%	33,586 $2.78 Million
Q1 2022 May 24, 2022	SELL	$74.37 - $83.52 $210,095 - $235,944	-2,825 Reduced 7.85%	33,150 $2.68 Million
Q2 2021 Aug 19, 2021	BUY	$70.57 - $78.29 $19,759 - $21,921	280 Added 0.78%	35,975 $2.68 Million
Q1 2021 May 12, 2021	BUY	$66.32 - $71.74 $2.37 Million - $2.56 Million	35,695 New	35,695 $2.53 Million

869

146M

980K

811K

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 ...

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

Stay updated on M Holdings Securities, Inc. with notifications on news.