Kalos Management, Inc. W. P. Carey Inc. Transaction History

Kalos Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$75.21 - $85.55 $17,523 - $19,933	233 New	233 $18,000
Q2 2022 Aug 12, 2022	SELL	$76.0 - $86.57 $432,896 - $493,102	-5,696 Closed	0 $0
Q1 2022 Jun 21, 2022	SELL	$74.37 - $83.52 $41,275 - $46,353	-555 Reduced 8.88%	5,696 $461,000
Q4 2021 Feb 03, 2022	BUY	$74.14 - $83.05 $9,045 - $10,132	122 Added 1.99%	6,251 $485,000
Q3 2021 Nov 10, 2021	BUY	$73.04 - $80.69 $23,153 - $25,578	317 Added 5.45%	6,129 $476,000
Q2 2021 Aug 11, 2021	SELL	$70.57 - $78.29 $30,556 - $33,899	-433 Reduced 6.93%	5,812 $465,000
Q1 2021 May 13, 2021	BUY	$66.32 - $71.74 $28,716 - $31,063	433 Added 7.45%	6,245 $459,000
Q2 2020 Aug 13, 2020	SELL	$50.26 - $74.36 $5,327 - $7,882	-106 Reduced 1.79%	5,812 $423,000
Q1 2020 May 13, 2020	BUY	$43.86 - $88.27 $259,563 - $522,381	5,918 New	5,918 $365,000

863

140M

792K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.6B
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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