Strategic Wealth Advisors Group, LLC W. P. Carey Inc. Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 27,998 shares of WPC stock, worth $1.53 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

27,998

Previous 24,998 12.0%

Holding current value

$1.53 Million

Previous $2.04 Million 4.36%

% of portfolio

0.08%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$68.77 - $89.3 $206,310 - $267,900	3,000 Added 12.0%	27,998 $1.95 Million
Q2 2022 Aug 12, 2022	BUY	$76.0 - $86.57 $130,720 - $148,900	1,720 Added 7.39%	24,998 $2.04 Million
Q1 2022 May 10, 2022	BUY	$74.37 - $83.52 $39,192 - $44,015	527 Added 2.32%	23,278 $1.88 Million
Q4 2021 Feb 16, 2022	SELL	$74.14 - $83.05 $89,116 - $99,826	-1,202 Reduced 5.02%	22,751 $1.85 Million
Q3 2021 Nov 17, 2021	BUY	$73.04 - $80.69 $73,551 - $81,254	1,007 Added 4.39%	23,953 $1.75 Million
Q2 2021 Aug 10, 2021	BUY	$70.57 - $78.29 $83,343 - $92,460	1,181 Added 5.43%	22,946 $1.71 Million
Q1 2021 May 07, 2021	BUY	$66.32 - $71.74 $177,140 - $191,617	2,671 Added 13.99%	21,765 $1.54 Million
Q4 2020 Feb 12, 2021	BUY	$61.58 - $71.75 $442,575 - $515,667	7,187 Added 60.36%	19,094 $1.35 Million
Q3 2020 Nov 30, 2020	SELL	$63.15 - $73.44 $84,242 - $97,968	-1,334 Reduced 10.07%	11,907 $776,000
Q2 2020 Aug 03, 2020	SELL	$50.26 - $74.36 $55,788 - $82,539	-1,110 Reduced 7.73%	13,241 $910,000
Q1 2020 May 05, 2020	SELL	$43.86 - $88.27 $78,158 - $157,297	-1,782 Reduced 11.05%	14,351 $798,000
Q4 2019 Feb 10, 2020	BUY	$76.67 - $93.45 $77,820 - $94,851	1,015 Added 6.71%	16,133 $1.29 Million
Q3 2019 Nov 04, 2019	SELL	$80.33 - $91.62 $251,432 - $286,770	-3,130 Reduced 17.15%	15,118 $1.36 Million
Q2 2019 Aug 13, 2019	BUY	$75.96 - $86.0 $92,367 - $104,576	1,216 Added 7.14%	18,248 $1.46 Million
Q1 2019 May 02, 2019	SELL	$64.14 - $78.88 $21,230 - $26,109	-331 Reduced 1.91%	17,032 $0
Q4 2018 Feb 12, 2019	BUY	$62.88 - $70.58 $1.09 Million - $1.23 Million	17,363 New	17,363 $1.16 Million
Q2 2018 Sep 17, 2018	SELL	$61.13 - $67.65 $2.47 Million - $2.73 Million	-40,399 Closed	0 $0
Q1 2018 May 08, 2018	BUY	$59.24 - $68.47 $1.07 Million - $1.24 Million	18,102 Added 81.19%	40,399 $2.5 Million
Q4 2017 Mar 08, 2018	BUY	$67.77 - $72.32 $1.51 Million - $1.61 Million	22,297	22,297 $1.46 Million

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

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 $11.3B
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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Strategic Wealth Advisors Group, LLC W. P. Carey Inc. Transaction History