Robertson Stephens Wealth Management, LLC W. P. Carey Inc. Transaction History

Robertson Stephens Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$54.84 - $67.37 $20,235 - $24,859	-369 Reduced 4.68%	7,518 $424,000
Q4 2023 Feb 06, 2024	SELL	$52.21 - $65.68 $553,843 - $696,733	-10,608 Reduced 57.36%	7,887 $511,000
Q3 2023 Nov 13, 2023	SELL	$54.08 - $73.02 $205,936 - $278,060	-3,808 Reduced 17.07%	18,495 $1 Million
Q2 2023 Aug 11, 2023	SELL	$66.29 - $76.27 $267,480 - $307,749	-4,035 Reduced 15.32%	22,303 $1.51 Million
Q1 2023 May 11, 2023	SELL	$75.21 - $85.55 $20,607 - $23,440	-274 Reduced 1.03%	26,338 $2.04 Million
Q4 2022 Feb 14, 2023	BUY	$68.46 - $81.68 $1.82 Million - $2.17 Million	26,612 New	26,612 $2.08 Million

862

140M

792K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.5B
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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