Wealthcare Advisory Partners LLC W. P. Carey Inc. Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 28,439 shares of WPC stock, worth $1.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,439

Previous 26,996 5.35%

Holding current value

$1.74 Million

Previous $1.52 Million 2.76%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$53.32 - $60.11 $76,940 - $86,738	1,443 Added 5.35%	28,439 $1.57 Million
Q1 2024 Apr 15, 2024	SELL	$54.84 - $67.37 $19,906 - $24,455	-363 Reduced 1.33%	26,996 $1.52 Million
Q4 2023 Feb 06, 2024	SELL	$52.21 - $65.68 $112,303 - $141,277	-2,151 Reduced 7.29%	27,359 $1.77 Million
Q3 2023 Oct 12, 2023	BUY	$54.08 - $73.02 $54,512 - $73,604	1,008 Added 3.54%	29,510 $1.6 Million
Q2 2023 Jul 17, 2023	BUY	$66.29 - $76.27 $28,239 - $32,491	426 Added 1.52%	28,502 $1.93 Million
Q1 2023 May 04, 2023	BUY	$75.21 - $85.55 $372,891 - $424,156	4,958 Added 21.45%	28,076 $2.17 Million
Q4 2022 Feb 13, 2023	BUY	$68.46 - $81.68 $20,880 - $24,912	305 Added 1.34%	23,118 $1.81 Million
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $66,156 - $85,906	962 Added 4.4%	22,813 $1.59 Million
Q2 2022 Aug 15, 2022	SELL	$76.0 - $86.57 $33,744 - $38,437	-444 Reduced 1.99%	21,851 $1.81 Million
Q1 2022 Apr 15, 2022	BUY	$74.37 - $83.52 $65,519 - $73,581	881 Added 4.11%	22,295 $1.8 Million
Q4 2021 Feb 11, 2022	BUY	$74.14 - $83.05 $47,375 - $53,068	639 Added 3.08%	21,414 $1.76 Million
Q3 2021 Nov 15, 2021	BUY	$73.04 - $80.69 $34,694 - $38,327	475 Added 2.34%	20,775 $1.52 Million
Q2 2021 Aug 16, 2021	BUY	$70.57 - $78.29 $48,834 - $54,176	692 Added 3.53%	20,300 $1.52 Million
Q1 2021 Apr 30, 2021	BUY	$66.32 - $71.74 $596 - $645	9 Added 0.05%	19,608 $1.39 Million
Q4 2020 Feb 12, 2021	SELL	$61.58 - $71.75 $7,943 - $9,255	-129 Reduced 0.65%	19,599 $1.38 Million
Q3 2020 Oct 29, 2020	BUY	$63.15 - $73.44 $37,890 - $44,064	600 Added 3.14%	19,728 $1.29 Million
Q2 2020 Jul 29, 2020	BUY	$50.26 - $74.36 $52,773 - $78,078	1,050 Added 5.81%	19,128 $1.29 Million
Q1 2020 Apr 29, 2020	BUY	$43.86 - $88.27 $457,459 - $920,656	10,430 Added 136.38%	18,078 $1.05 Million
Q3 2019 Oct 17, 2019	SELL	$80.33 - $91.62 $25,464 - $29,043	-317 Reduced 3.98%	7,648 $684,000
Q2 2019 Jul 30, 2019	BUY	$75.96 - $86.0 $8,735 - $9,890	115 Added 1.46%	7,965 $647,000
Q4 2018 Feb 14, 2019	BUY	$62.88 - $70.58 $8,488 - $9,528	135 Added 1.75%	7,850 $513,000
Q2 2018 Aug 14, 2018	BUY	$61.13 - $67.65 $415,684 - $460,020	6,800 Added 743.17%	7,715 $512,000
Q1 2018 May 15, 2018	BUY	$59.24 - $68.47 $16,587 - $19,171	280 Added 44.09%	915 $57,000
Q4 2017 Feb 14, 2018	BUY	$67.77 - $72.32 $43,033 - $45,923	635	635 $44,000

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 $12.7B
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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Wealthcare Advisory Partners LLC W. P. Carey Inc. Transaction History