Strategic Wealth Partners, Ltd. W. P. Carey Inc. Transaction History

Strategic Wealth Partners, Ltd.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 30, 2020	SELL	$76.67 - $93.45 $25,607 - $31,212	-334 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	$75.96 - $86.0 $45,651 - $51,686	-601 Reduced 64.28%	334 $27,000
Q4 2018 Jan 24, 2019	BUY	$62.88 - $70.58 $26,598 - $29,855	423 Added 82.62%	935 $61,000
Q3 2018 Dec 06, 2018	BUY	$63.87 - $67.94 $11,368 - $12,093	178 Added 53.29%	512 $33,000
Q1 2018 Jul 13, 2018	BUY	$59.24 - $68.47 $19,786 - $22,868	334 New	334 $21,000

877

140M

946K

763K

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 ...

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.