Wealth Management Associates, Inc. W. P. Carey Inc. Transaction History

Wealth Management Associates, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 May 28, 2025	SELL	$50.26 - $74.36 $180,885 - $267,621	-3,599 Closed	0 $0
Q1 2020 May 28, 2025	SELL	$43.86 - $88.27 $31,052 - $62,495	-708 Reduced 16.44%	3,599 $209 Million
Q4 2019 May 28, 2025	SELL	$76.67 - $93.45 $130,415 - $158,958	-1,701 Reduced 28.31%	4,307 $345 Million
Q3 2019 May 28, 2025	BUY	$80.33 - $91.62 $113,827 - $129,825	1,417 Added 30.86%	6,008 $538 Million
Q2 2019 May 28, 2025	SELL	$75.96 - $86.0 $13,292 - $15,050	-175 Reduced 3.67%	4,591 $373 Million
Q1 2019 May 28, 2025	SELL	$64.14 - $78.88 $157,527 - $193,729	-2,456 Reduced 34.01%	4,766 $373 Million
Q4 2018 May 28, 2025	BUY	$62.88 - $70.58 $454,119 - $509,728	7,222 New	7,222 $472 Million

918

153M

1.29M

699K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $12.9B
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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