Orion Portfolio Solutions, LLC W. P. Carey Inc. Transaction History

Orion Portfolio Solutions, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	BUY	$68.77 - $89.3 $285,464 - $370,684	4,151 Added 115.43%	7,747 $541,000
Q2 2022 Jul 14, 2022	BUY	$76.0 - $86.57 $20,976 - $23,893	276 Added 8.31%	3,596 $298,000
Q1 2022 May 19, 2022	SELL	$74.37 - $83.52 $13,460 - $15,117	-181 Reduced 5.17%	3,320 $268,000
Q4 2021 Feb 09, 2022	BUY	$74.14 - $83.05 $259,564 - $290,758	3,501 New	3,501 $287,000
Q3 2020 Nov 13, 2020	SELL	$63.15 - $73.44 $27,154 - $31,579	-430 Closed	0 $0
Q2 2020 Aug 19, 2020	SELL	$50.26 - $74.36 $13,318 - $19,705	-265 Reduced 38.13%	430 $29,000
Q1 2020 May 15, 2020	SELL	$43.86 - $88.27 $41,447 - $83,415	-945 Reduced 57.62%	695 $40,000
Q4 2019 Feb 14, 2020	BUY	$76.67 - $93.45 $125,738 - $153,258	1,640 New	1,640 $131,000

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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