Western Wealth Management, LLC W. P. Carey Inc. Transaction History

Western Wealth Management, LLC

$1.46 Billion
Q1 2025

A detailed history of Western Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 5,461 shares of WPC stock, worth $343,169. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,461

Previous 5,879 7.11%

Holding current value

$343,169

Previous $320,000 7.5%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$53.5 - $65.05 $22,363 - $27,190	-418 Reduced 7.11%	5,461 $344,000
Q4 2024 Apr 15, 2025	BUY	$53.44 - $61.33 $314,173 - $360,559	5,879 New	5,879 $320,000
Q3 2024 Nov 12, 2024	SELL	$54.63 - $63.96 $1,584 - $1,854	-29 Reduced 0.5%	5,806 $361,000
Q2 2024 Jul 19, 2024	SELL	$53.32 - $60.11 $41,589 - $46,885	-780 Reduced 11.79%	5,835 $321,000
Q1 2024 May 02, 2024	SELL	$54.84 - $67.37 $48,259 - $59,285	-880 Reduced 11.74%	6,615 $373,000
Q4 2023 Jan 31, 2024	BUY	$52.21 - $65.68 $39,261 - $49,391	752 Added 11.15%	7,495 $485,000
Q3 2023 Nov 07, 2023	SELL	$54.08 - $73.02 $7,084 - $9,565	-131 Reduced 1.91%	6,743 $364,000
Q2 2023 Aug 30, 2023	SELL	$66.29 - $76.27 $13,523 - $15,559	-204 Reduced 2.88%	6,874 $464,000
Q1 2023 Aug 30, 2023	SELL	$75.21 - $85.55 $164,484 - $187,097	-2,187 Reduced 23.6%	7,078 $548,000
Q4 2022 Feb 02, 2023	SELL	$68.46 - $81.68 $679,533 - $810,755	-9,926 Reduced 51.72%	9,265 $724,000
Q3 2022 Nov 04, 2022	BUY	$68.77 - $89.3 $680,960 - $884,248	9,902 Added 106.6%	19,191 $1.34 Million
Q2 2022 Jul 18, 2022	BUY	$76.0 - $86.57 $532 - $605	7 Added 0.08%	9,289 $770,000
Q1 2022 May 10, 2022	BUY	$74.37 - $83.52 $690,302 - $775,232	9,282 New	9,282 $750,000
Q2 2020 Jul 20, 2020	SELL	$50.26 - $74.36 $499,232 - $738,617	-9,933 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$43.86 - $88.27 $105,527 - $212,377	-2,406 Reduced 19.5%	9,933 $576,000
Q4 2019 Feb 10, 2020	SELL	$76.67 - $93.45 $53,438 - $65,134	-697 Reduced 5.35%	12,339 $988,000
Q3 2019 Nov 08, 2019	BUY	$80.33 - $91.62 $12,290 - $14,017	153 Added 1.19%	13,036 $1.17 Million
Q2 2019 Aug 06, 2019	BUY	$75.96 - $86.0 $307,486 - $348,128	4,048 Added 45.82%	12,883 $1.04 Million
Q1 2019 May 10, 2019	SELL	$64.14 - $78.88 $87,871 - $108,065	-1,370 Reduced 13.42%	8,835 $692,000
Q4 2018 Feb 15, 2019	BUY	$62.88 - $70.58 $641,690 - $720,268	10,205 New	10,205 $669,000

Others Institutions Holding WPC

# of Institutions

917

Shares Held

153M

Call Options Held

1.29M

Put Options Held

699K

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 $13B
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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Western Wealth Management, LLC W. P. Carey Inc. Transaction History