Optimum Investment Advisors W. P. Carey Inc. Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in W. P. Carey Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 3,907 shares of WPC stock, worth $211,954. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,907
Previous 6,207 37.05%
Holding current value
$211,954
Previous $341,000 28.74%
% of portfolio
0.11%
Previous 0.16%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$54.63 - $63.96 $125,649 - $147,108
-2,300 Reduced 37.05%
3,907 $243,000
Q2 2024

Jul 12, 2024
SELL
$53.32 - $60.11 $37,324 - $42,077
-700 Reduced 10.13%
6,207 $341,000
Q1 2024

Apr 11, 2024
SELL
$54.84 - $67.37 $54,840 - $67,370
-1,000 Reduced 12.65%
6,907 $389,000
Q4 2022

Jan 05, 2023
SELL
$68.46 - $81.68 $27,383 - $32,672
-400 Reduced 4.82%
7,907 $0
Q3 2022

Oct 24, 2022
SELL
$68.77 - $89.3 $3,919 - $5,090
-57 Reduced 0.68%
8,307 $580,000
Q2 2022

Jul 12, 2022
BUY
$76.0 - $86.57 $4,332 - $4,934
57 Added 0.69%
8,364 $693,000
Q4 2021

Mar 17, 2022
BUY
$74.14 - $83.05 $74,140 - $83,050
1,000 Added 13.69%
8,307 $682,000
Q3 2021

Oct 22, 2021
SELL
$73.04 - $80.69 $14,608 - $16,138
-200 Reduced 2.66%
7,307 $534,000
Q2 2021

Aug 02, 2021
BUY
$70.57 - $78.29 $164,922 - $182,963
2,337 Added 45.2%
7,507 $560,000
Q1 2021

Apr 15, 2021
BUY
$66.32 - $71.74 $11,274 - $12,195
170 Added 3.4%
5,170 $366,000
Q4 2020

Jan 21, 2021
BUY
$61.58 - $71.75 $110,844 - $129,150
1,800 Added 56.25%
5,000 $353,000
Q3 2020

Oct 06, 2020
SELL
$63.15 - $73.44 $63,150 - $73,440
-1,000 Reduced 23.81%
3,200 $209,000
Q3 2019

Oct 17, 2019
BUY
$80.33 - $91.62 $80,330 - $91,620
1,000 Added 31.25%
4,200 $376,000
Q3 2018

Oct 05, 2018
SELL
$63.87 - $67.94 $6,387 - $6,794
-100 Reduced 3.03%
3,200 $206,000
Q1 2018

May 09, 2018
SELL
$59.24 - $68.47 $41,468 - $47,929
-700 Reduced 17.5%
3,300 $205,000
Q3 2017

Nov 21, 2017
SELL
$65.87 - $69.93 $6,587 - $6,993
-100 Reduced 2.44%
4,000 $270,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,100
4,100 $271,000

Others Institutions Holding WPC

# of Institutions
878
Shares Held
139M
Call Options Held
1M
Put Options Held
791K
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 $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 ...
More about WPC
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