Sunbelt Securities, Inc. W. P. Carey Inc. Transaction History

Sunbelt Securities, Inc.

$897 Million
Q2 2024

A detailed history of Sunbelt Securities, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 2,939 shares of WPC stock, worth $177,074. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,939

Previous 2,823 4.11%

Holding current value

$177,074

Previous $159,000 1.26%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$53.32 - $60.11 $6,185 - $6,972	116 Added 4.11%	2,939 $161,000
Q1 2024 Apr 15, 2024	BUY	$54.84 - $67.37 $987 - $1,212	18 Added 0.64%	2,823 $159,000
Q4 2023 Feb 14, 2024	BUY	$52.21 - $65.68 $7,988 - $10,049	153 Added 5.77%	2,805 $181,000
Q3 2023 Dec 11, 2023	SELL	$54.08 - $73.02 $3,082 - $4,162	-57 Reduced 2.1%	2,652 $143,000
Q2 2023 Aug 15, 2023	SELL	$66.29 - $76.27 $8,816 - $10,143	-133 Reduced 4.68%	2,709 $183,000
Q1 2023 May 17, 2023	BUY	$75.21 - $85.55 $3,234 - $3,678	43 Added 1.54%	2,842 $220,000
Q4 2022 Feb 08, 2023	BUY	$68.46 - $81.68 $191,619 - $228,622	2,799 New	2,799 $218,000
Q1 2022 May 16, 2022	SELL	$74.37 - $83.52 $582,019 - $653,627	-7,826 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$74.14 - $83.05 $44,409 - $49,746	599 Added 8.29%	7,826 $584,000
Q2 2021 Jul 29, 2021	SELL	$70.57 - $78.29 $23,640 - $26,227	-335 Reduced 4.43%	7,227 $573,000
Q1 2021 May 27, 2021	BUY	$66.32 - $71.74 $89,797 - $97,135	1,354 Added 21.81%	7,562 $535,000
Q4 2020 Feb 09, 2021	BUY	$61.58 - $71.75 $382,288 - $445,424	6,208 New	6,208 $438,000
Q1 2020 May 15, 2020	SELL	$43.86 - $88.27 $325,134 - $654,345	-7,413 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$76.67 - $93.45 $42,475 - $51,771	-554 Reduced 6.95%	7,413 $148 Million
Q3 2019 Nov 15, 2019	BUY	$80.33 - $91.62 $639,989 - $729,936	7,967 New	7,967 $713,000
Q1 2019 May 15, 2019	SELL	$64.14 - $78.88 $133,988 - $164,780	-2,089 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$62.88 - $70.58 $131,356 - $147,441	2,089 New	2,089 $281,000

Others Institutions Holding WPC

# of Institutions

849

Shares Held

144M

Call Options Held

976K

Put Options Held

645K

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 $12.5B
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 ...

More about WPC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. W. P. Carey Inc. Transaction History