Personal Capital Advisors Corp W. P. Carey Inc. Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in W. P. Carey Inc. stock. As of the latest transaction made, Personal Capital Advisors Corp holds 7,284 shares of WPC stock, worth $415,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,284

Previous 6,725 8.31%

Holding current value

$415,916

Previous $469,000 21.32%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$68.46 - $81.68 $38,269 - $45,659	559 Added 8.31%	7,284 $569,000
Q3 2022 Nov 07, 2022	BUY	$68.77 - $89.3 $178,251 - $231,465	2,592 Added 62.71%	6,725 $469,000
Q2 2022 Aug 04, 2022	BUY	$76.0 - $86.57 $2,660 - $3,029	35 Added 0.85%	4,133 $342,000
Q1 2022 May 16, 2022	SELL	$74.37 - $83.52 $8,552 - $9,604	-115 Reduced 2.73%	4,098 $331,000
Q4 2021 Feb 11, 2022	BUY	$74.14 - $83.05 $2,372 - $2,657	32 Added 0.77%	4,213 $346,000
Q3 2021 Nov 12, 2021	SELL	$73.04 - $80.69 $34,767 - $38,408	-476 Reduced 10.22%	4,181 $305,000
Q2 2021 Aug 11, 2021	BUY	$70.57 - $78.29 $38,319 - $42,511	543 Added 13.2%	4,657 $348,000
Q1 2021 May 14, 2021	SELL	$66.32 - $71.74 $57,963 - $62,700	-874 Reduced 17.52%	4,114 $291,000
Q4 2020 Feb 12, 2021	BUY	$61.58 - $71.75 $53,143 - $61,920	863 Added 20.92%	4,988 $352,000
Q3 2020 Nov 13, 2020	SELL	$63.15 - $73.44 $45,089 - $52,436	-714 Reduced 14.76%	4,125 $269,000
Q2 2020 Aug 12, 2020	SELL	$50.26 - $74.36 $12,062 - $17,846	-240 Reduced 4.73%	4,839 $327,000
Q1 2020 May 12, 2020	SELL	$43.86 - $88.27 $43 - $88	-1 Reduced 0.02%	5,079 $295,000
Q4 2019 Feb 13, 2020	BUY	$76.67 - $93.45 $18,707 - $22,801	244 Added 5.05%	5,080 $407,000
Q3 2019 Nov 07, 2019	SELL	$80.33 - $91.62 $43,619 - $49,749	-543 Reduced 10.09%	4,836 $432,000
Q2 2019 Aug 14, 2019	BUY	$75.96 - $86.0 $38,587 - $43,688	508 Added 10.43%	5,379 $437,000
Q1 2019 May 13, 2019	SELL	$64.14 - $78.88 $121,481 - $149,398	-1,894 Reduced 28.0%	4,871 $382,000
Q4 2018 Jan 16, 2019	BUY	$62.88 - $70.58 $425,383 - $477,473	6,765 New	6,765 $442,000

Others Institutions Holding WPC

# of Institutions

877

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 $11.8B
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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Personal Capital Advisors Corp W. P. Carey Inc. Transaction History