Global Retirement Partners, LLC W. P. Carey Inc. Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 10,899 shares of WPC stock, worth $594,104. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,899

Previous 11,583 5.91%

Holding current value

$594,104

Previous $637,000 6.59%

% of portfolio

0.02%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$54.63 - $63.96 $37,366 - $43,748	-684 Reduced 5.91%	10,899 $679,000
Q2 2024 Jul 23, 2024	BUY	$53.32 - $60.11 $24,633 - $27,770	462 Added 4.15%	11,583 $637,000
Q1 2024 Apr 23, 2024	SELL	$54.84 - $67.37 $55,169 - $67,774	-1,006 Reduced 8.3%	11,121 $627,000
Q4 2023 Jan 18, 2024	SELL	$52.21 - $65.68 $106,926 - $134,512	-2,048 Reduced 14.45%	12,127 $785,000
Q3 2023 Oct 13, 2023	SELL	$54.08 - $73.02 $263,045 - $355,169	-4,864 Reduced 25.55%	14,175 $766,000
Q2 2023 Jul 20, 2023	BUY	$66.29 - $76.27 $145,904 - $167,870	2,201 Added 13.07%	19,039 $1.29 Million
Q1 2023 May 05, 2023	BUY	$75.21 - $85.55 $211,565 - $240,652	2,813 Added 20.06%	16,838 $1.3 Million
Q4 2022 Feb 13, 2023	BUY	$68.46 - $81.68 $186,279 - $222,251	2,721 Added 24.07%	14,025 $1.1 Million
Q3 2022 Nov 03, 2022	BUY	$68.77 - $89.3 $424,998 - $551,874	6,180 Added 120.61%	11,304 $863,000
Q2 2022 Jul 15, 2022	BUY	$76.0 - $86.57 $15,200 - $17,314	200 Added 4.06%	5,124 $425,000
Q1 2022 Jul 14, 2022	BUY	$74.37 - $83.52 $366,197 - $411,252	4,924 New	4,924 $407,000
Q4 2021 Jan 21, 2022	SELL	$74.14 - $83.05 $272,761 - $305,540	-3,679 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$73.04 - $80.69 $17,967 - $19,849	-246 Reduced 6.27%	3,679 $269,000
Q2 2021 Jul 15, 2021	BUY	$70.57 - $78.29 $63,442 - $70,382	899 Added 29.71%	3,925 $293,000
Q1 2021 Apr 14, 2021	BUY	$66.32 - $71.74 $44,500 - $48,137	671 Added 28.49%	3,026 $214,000
Q4 2020 Jan 13, 2021	BUY	$61.58 - $71.75 $47,909 - $55,821	778 Added 49.33%	2,355 $166,000
Q3 2020 Oct 09, 2020	BUY	$63.15 - $73.44 $568 - $660	9 Added 0.57%	1,577 $103,000
Q2 2020 Jul 13, 2020	BUY	$50.26 - $74.36 $42,670 - $63,131	849 Added 118.08%	1,568 $106,000
Q1 2020 Apr 28, 2020	SELL	$43.86 - $88.27 $7,675 - $15,447	-175 Reduced 19.57%	719 $42,000
Q4 2019 Jan 23, 2020	BUY	$76.67 - $93.45 $22,004 - $26,820	287 Added 47.28%	894 $72,000
Q3 2019 Nov 19, 2019	BUY	$80.33 - $91.62 $481 - $549	6 Added 1.0%	607 $54,000
Q2 2019 Nov 19, 2019	SELL	$75.96 - $86.0 $15,116 - $17,114	-199 Reduced 24.88%	601 $49,000
Q1 2019 May 07, 2019	BUY	$64.14 - $78.88 $51,312 - $63,104	800 New	800 $63,000
Q2 2018 Aug 13, 2018	SELL	$61.13 - $67.65 $2,811 - $3,111	-46 Closed	0 $0
Q1 2018 Aug 10, 2018	SELL	$59.24 - $68.47 $4,857 - $5,614	-82 Reduced 64.06%	46 $3,000
Q4 2016 Aug 10, 2018	BUY	N/A	128	128 $8,000

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

Call Options Held

Put Options Held

791K

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 $11.3B
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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Global Retirement Partners, LLC W. P. Carey Inc. Transaction History