A detailed history of Iht Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,430 shares of WPC stock, worth $519,404. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,430
Previous 7,707 22.36%
Holding current value
$519,404
Previous $424,000 38.44%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$54.63 - $63.96 $94,127 - $110,203
1,723 Added 22.36%
9,430 $587,000
Q2 2024

Aug 14, 2024

SELL
$53.32 - $60.11 $64,037 - $72,192
-1,201 Reduced 13.48%
7,707 $424,000
Q1 2024

May 15, 2024

SELL
$54.84 - $67.37 $80,230 - $98,562
-1,463 Reduced 14.11%
8,908 $502,000
Q4 2023

Feb 14, 2024

SELL
$52.21 - $65.68 $336,336 - $423,110
-6,442 Reduced 38.32%
10,371 $672,000
Q3 2023

Nov 14, 2023

BUY
$54.08 - $73.02 $76,198 - $102,885
1,409 Added 9.15%
16,813 $909,000
Q2 2023

Aug 14, 2023

SELL
$66.29 - $76.27 $49,452 - $56,897
-746 Reduced 4.62%
15,404 $1.04 Million
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $16,621 - $18,906
221 Added 1.39%
16,150 $1.25 Million
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $260,558 - $310,874
3,806 Added 31.39%
15,929 $1.25 Million
Q3 2022

Nov 22, 2022

BUY
$68.77 - $89.3 $284,982 - $370,059
4,144 Added 51.94%
12,123 $846,000
Q2 2022

Aug 15, 2022

BUY
$76.0 - $86.57 $81,092 - $92,370
1,067 Added 15.44%
7,979 $661,000
Q1 2022

May 16, 2022

BUY
$74.37 - $83.52 $41,349 - $46,437
556 Added 8.75%
6,912 $559,000
Q4 2021

Feb 14, 2022

SELL
$74.14 - $83.05 $46,634 - $52,238
-629 Reduced 9.01%
6,356 $521,000
Q3 2021

Nov 15, 2021

SELL
$73.04 - $80.69 $93,052 - $102,799
-1,274 Reduced 15.43%
6,985 $510,000
Q2 2021

Aug 16, 2021

SELL
$70.57 - $78.29 $27,592 - $30,611
-391 Reduced 4.52%
8,259 $616,000
Q1 2021

May 18, 2021

BUY
$66.32 - $71.74 $82,502 - $89,244
1,244 Added 16.8%
8,650 $612,000
Q4 2020

Feb 17, 2021

BUY
$61.58 - $71.75 $37,563 - $43,767
610 Added 8.98%
7,406 $523,000
Q3 2020

Nov 19, 2020

BUY
$63.15 - $73.44 $18,124 - $21,077
287 Added 4.41%
6,796 $443,000
Q2 2020

Aug 14, 2020

SELL
$50.26 - $74.36 $330,157 - $488,470
-6,569 Reduced 50.23%
6,509 $440,000
Q1 2020

May 13, 2020

SELL
$43.86 - $88.27 $646,452 - $1.3 Million
-14,739 Reduced 52.99%
13,078 $760,000
Q4 2019

Feb 18, 2020

SELL
$76.67 - $93.45 $291,806 - $355,670
-3,806 Reduced 12.04%
27,817 $2.23 Million
Q3 2019

Nov 15, 2019

SELL
$80.33 - $91.62 $10,844 - $12,368
-135 Reduced 0.43%
31,623 $2.82 Million
Q2 2019

Aug 12, 2019

SELL
$75.96 - $86.0 $159,516 - $180,600
-2,100 Reduced 6.2%
31,758 $2.6 Million
Q1 2019

May 16, 2019

SELL
$64.14 - $78.88 $38,740 - $47,643
-604 Reduced 1.75%
33,858 $2.65 Million
Q4 2018

Feb 15, 2019

BUY
$62.88 - $70.58 $2.17 Million - $2.43 Million
34,462 New
34,462 $2.25 Million
Q2 2018

Aug 13, 2018

SELL
$61.13 - $67.65 $74,700 - $82,668
-1,222 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$59.24 - $68.47 $6,694 - $7,737
113 Added 10.19%
1,222 $75,000
Q4 2017

Feb 14, 2018

BUY
$67.77 - $72.32 $30,970 - $33,050
457 Added 70.09%
1,109 $75,000
Q3 2017

Nov 14, 2017

BUY
$65.87 - $69.93 $42,947 - $45,594
652
652 $45,000

Others Institutions Holding WPC

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.4B
  • 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 ...
More about WPC
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