Resources Investment Advisors, Llc. W. P. Carey Inc. Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

A detailed history of Resources Investment Advisors, Llc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 7,931 shares of WPC stock, worth $456,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,931

Previous 8,048 1.45%

Holding current value

$456,111

Previous $443,000 11.51%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$54.63 - $63.96 $6,391 - $7,483	-117 Reduced 1.45%	7,931 $494,000
Q2 2024 Aug 02, 2024	SELL	$53.32 - $60.11 $12,050 - $13,584	-226 Reduced 2.73%	8,048 $443,000
Q1 2024 May 10, 2024	SELL	$54.84 - $67.37 $6,196 - $7,612	-113 Reduced 1.35%	8,274 $466,000
Q4 2023 Feb 13, 2024	BUY	$52.21 - $65.68 $48,920 - $61,542	937 Added 12.58%	8,387 $543,000
Q3 2023 Nov 14, 2023	SELL	$54.08 - $73.02 $10,870 - $14,677	-201 Reduced 2.63%	7,450 $402,000
Q2 2023 Aug 07, 2023	BUY	$66.29 - $76.27 $9,081 - $10,448	137 Added 1.82%	7,651 $516,000
Q1 2023 May 10, 2023	BUY	$75.21 - $85.55 $46,705 - $53,126	621 Added 9.01%	7,514 $581,000
Q4 2022 Feb 02, 2023	SELL	$68.46 - $81.68 $88,244 - $105,285	-1,289 Reduced 15.75%	6,893 $538,000
Q3 2022 Nov 08, 2022	BUY	$68.77 - $89.3 $175,088 - $227,357	2,546 Added 45.17%	8,182 $571,000
Q2 2022 Aug 08, 2022	BUY	$76.0 - $86.57 $108,756 - $123,881	1,431 Added 34.03%	5,636 $467,000
Q1 2022 May 05, 2022	SELL	$74.37 - $83.52 $3,049 - $3,424	-41 Reduced 0.97%	4,205 $340,000
Q4 2021 Feb 23, 2022	SELL	$74.14 - $83.05 $133,970 - $150,071	-1,807 Reduced 29.85%	4,246 $348,000
Q3 2021 Nov 05, 2021	BUY	$73.04 - $80.69 $130,668 - $144,354	1,789 Added 41.96%	6,053 $442,000
Q2 2021 Aug 09, 2021	SELL	$70.57 - $78.29 $28,651 - $31,785	-406 Reduced 8.69%	4,264 $318,000
Q1 2021 May 10, 2021	SELL	$66.32 - $71.74 $44,633 - $48,281	-673 Reduced 12.6%	4,670 $330,000
Q4 2020 Feb 08, 2021	SELL	$61.58 - $71.75 $39,595 - $46,135	-643 Reduced 10.74%	5,343 $377,000
Q3 2020 Oct 09, 2020	BUY	$63.15 - $73.44 $84,115 - $97,822	1,332 Added 28.62%	5,986 $390,000
Q2 2020 Aug 14, 2020	BUY	$50.26 - $74.36 $25,029 - $37,031	498 Added 11.98%	4,654 $314,000
Q1 2020 May 14, 2020	BUY	$43.86 - $88.27 $182,282 - $366,850	4,156 New	4,156 $241,000
Q1 2019 May 10, 2019	SELL	$64.14 - $78.88 $241,422 - $296,904	-3,764 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$62.88 - $70.58 $236,680 - $265,663	3,764 New	3,764 $246,000
Q3 2018 Nov 07, 2018	SELL	$63.87 - $67.94 $20,438 - $21,740	-320 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$59.24 - $68.47 $18,956 - $21,910	320 New	320 $20,000

Others Institutions Holding WPC

# of Institutions

879

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 $11.9B
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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Resources Investment Advisors, Llc. W. P. Carey Inc. Transaction History