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

Sunbelt Securities, Inc.

$1.07 Billion
Q2 2025

A detailed history of Sunbelt Securities, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 5,079 shares of WPC stock, worth $335,214. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,079

Previous 6,721 24.43%

Holding current value

$335,214

Previous $424,000 25.47%

% of portfolio

0.03%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$56.12 - $64.53 $92,149 - $105,958	-1,642 Reduced 24.43%	5,079 $316,000
Q1 2025 Apr 24, 2025	BUY	$53.5 - $65.05 $87,847 - $106,812	1,642 Added 32.33%	6,721 $424,000
Q4 2024 Feb 18, 2025	BUY	$53.44 - $61.33 $112,704 - $129,344	2,109 Added 71.01%	5,079 $276,000
Q3 2024 Nov 18, 2024	BUY	$54.63 - $63.96 $1,693 - $1,982	31 Added 1.05%	2,970 $185,000
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

938

Shares Held

156M

Call Options Held

1.33M

Put Options Held

588K

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 $13.6B
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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Sunbelt Securities, Inc. W. P. Carey Inc. Transaction History