Wealthstar Advisors, LLC W. P. Carey Inc. Transaction History

Wealthstar Advisors, LLC

$208 Million
Q1 2025

A detailed history of Wealthstar Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 15,301 shares of WPC stock, worth $941,317. This represents 0.46% of its overall portfolio holdings.

Number of Shares

15,301

Previous 15,840 3.4%

Holding current value

$941,317

Previous $862,000 11.95%

% of portfolio

0.46%

Previous 0.39%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$53.5 - $65.05 $28,836 - $35,061	-539 Reduced 3.4%	15,301 $965,000
Q4 2024 Jan 28, 2025	BUY	$53.44 - $61.33 $846,489 - $971,467	15,840 New	15,840 $862,000
Q1 2024 Apr 19, 2024	SELL	$54.84 - $67.37 $202,469 - $248,730	-3,692 Reduced 16.91%	18,140 $1.02 Million
Q4 2023 Jan 12, 2024	SELL	$52.21 - $65.68 $167,594 - $210,832	-3,210 Reduced 12.82%	21,832 $1.41 Million
Q3 2023 Nov 06, 2023	SELL	$54.08 - $73.02 $17,684 - $23,877	-327 Reduced 1.29%	25,042 $1.35 Million
Q2 2023 Jul 14, 2023	BUY	$66.29 - $76.27 $7,689 - $8,847	116 Added 0.46%	25,369 $1.71 Million
Q1 2023 May 03, 2023	SELL	$75.21 - $85.55 $3,384 - $3,849	-45 Reduced 0.18%	25,253 $1.96 Million
Q4 2022 Feb 14, 2023	SELL	$68.46 - $81.68 $24,371 - $29,078	-356 Reduced 1.39%	25,298 $1.98 Million
Q3 2022 Nov 14, 2022	SELL	$68.77 - $89.3 $5,020 - $6,518	-73 Reduced 0.28%	25,654 $1.79 Million
Q2 2022 Aug 08, 2022	SELL	$76.0 - $86.57 $8,968 - $10,215	-118 Reduced 0.46%	25,727 $2.13 Million
Q1 2022 May 13, 2022	BUY	$74.37 - $83.52 $4,090 - $4,593	55 Added 0.21%	25,845 $2.09 Million
Q4 2021 Feb 09, 2022	SELL	$74.14 - $83.05 $48,116 - $53,899	-649 Reduced 2.45%	25,790 $2.12 Million
Q3 2021 Nov 12, 2021	SELL	$73.04 - $80.69 $26,513 - $29,290	-363 Reduced 1.35%	26,439 $1.93 Million
Q2 2021 Aug 13, 2021	SELL	$70.57 - $78.29 $316,083 - $350,660	-4,479 Reduced 14.32%	26,802 $2 Million
Q1 2020 May 12, 2020	SELL	$43.86 - $88.27 $90,395 - $181,924	-2,061 Reduced 6.18%	31,281 $1.82 Million
Q4 2019 Jan 23, 2020	SELL	$76.67 - $93.45 $163,767 - $199,609	-2,136 Reduced 6.02%	33,342 $2.67 Million
Q3 2019 Oct 30, 2019	SELL	$80.33 - $91.62 $13,415 - $15,300	-167 Reduced 0.47%	35,478 $3.17 Million
Q2 2019 Aug 07, 2019	SELL	$75.96 - $86.0 $133,613 - $151,274	-1,759 Reduced 4.7%	35,645 $2.89 Million
Q1 2019 May 03, 2019	BUY	$64.14 - $78.88 $4,618 - $5,679	72 Added 0.19%	37,404 $2.93 Million
Q4 2018 Jan 22, 2019	BUY	$62.88 - $70.58 $849,948 - $954,029	13,517 Added 56.76%	37,332 $2.44 Million
Q3 2018 Nov 01, 2018	BUY	$63.87 - $67.94 $63 - $67	1 Added 0.0%	23,815 $1.53 Million
Q2 2018 Aug 15, 2018	SELL	$61.13 - $67.65 $7,580 - $8,388	-124 Reduced 0.52%	23,814 $1.56 Million
Q1 2018 Aug 15, 2018	BUY	$59.24 - $68.47 $1.42 Million - $1.64 Million	23,938 New	23,938 $1.48 Million

Others Institutions Holding WPC

# of Institutions

901

Shares Held

149M

Call Options Held

926K

Put Options Held

809K

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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Wealthstar Advisors, LLC W. P. Carey Inc. Transaction History