Naples Global Advisors, LLC W. P. Carey Inc. Transaction History

Naples Global Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$52.21 - $65.68 $67,350 - $84,727	-1,290 Reduced 28.1%	3,300 $213,000
Q3 2023 Oct 16, 2023	SELL	$54.08 - $73.02 $53,268 - $71,924	-985 Reduced 17.67%	4,590 $248,000
Q2 2023 Jul 17, 2023	SELL	$66.29 - $76.27 $11,600 - $13,347	-175 Reduced 3.04%	5,575 $376,000
Q1 2023 Apr 17, 2023	BUY	$75.21 - $85.55 $13,161 - $14,971	175 Added 3.14%	5,750 $445,000
Q4 2022 Jan 20, 2023	SELL	$68.46 - $81.68 $16,088 - $19,194	-235 Reduced 4.04%	5,575 $0
Q3 2022 Oct 20, 2022	SELL	$68.77 - $89.3 $3,438 - $4,465	-50 Reduced 0.85%	5,810 $412,000
Q1 2022 Apr 28, 2022	BUY	$74.37 - $83.52 $42,390 - $47,606	570 Added 10.78%	5,860 $474,000
Q3 2021 Oct 25, 2021	BUY	$73.04 - $80.69 $15,338 - $16,944	210 Added 4.13%	5,290 $386,000
Q1 2021 May 10, 2021	SELL	$66.32 - $71.74 $16,580 - $17,935	-250 Reduced 4.69%	5,080 $359,000
Q4 2020 Feb 08, 2021	BUY	$61.58 - $71.75 $328,221 - $382,427	5,330 New	5,330 $376,000

878

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.2B
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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