United Capital Financial Advisers, LLC W. P. Carey Inc. Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,319 shares of WPC stock, worth $292,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,319
Previous 5,521 3.66%
Holding current value
$292,970
Previous $303,000 9.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$54.63 - $63.96 $11,035 - $12,919
-202 Reduced 3.66%
5,319 $331,000
Q2 2024

Aug 14, 2024
SELL
$53.32 - $60.11 $64,090 - $72,252
-1,202 Reduced 17.88%
5,521 $303,000
Q1 2024

May 15, 2024
SELL
$54.84 - $67.37 $46,065 - $56,590
-840 Reduced 11.11%
6,723 $379,000
Q4 2023

Feb 14, 2024
SELL
$52.21 - $65.68 $127,026 - $159,799
-2,433 Reduced 24.34%
7,563 $490,000
Q3 2023

Nov 14, 2023
SELL
$54.08 - $73.02 $184,737 - $249,436
-3,416 Reduced 25.47%
9,996 $540,000
Q2 2023

Aug 14, 2023
SELL
$66.29 - $76.27 $240,168 - $276,326
-3,623 Reduced 21.27%
13,412 $906,000
Q1 2023

Aug 14, 2023
BUY
$75.21 - $85.55 $219,763 - $249,977
2,922 Added 21.79%
16,334 $1.27 Million
Q1 2023

May 15, 2023
SELL
$75.21 - $85.55 $296,929 - $337,751
-3,948 Reduced 18.82%
17,035 $1.32 Million
Q4 2022

Feb 14, 2023
SELL
$68.46 - $81.68 $36,831 - $43,943
-538 Reduced 2.5%
20,983 $1.64 Million
Q3 2022

Nov 14, 2022
BUY
$68.77 - $89.3 $115,258 - $149,666
1,676 Added 8.45%
21,521 $1.5 Million
Q2 2022

Aug 11, 2022
SELL
$76.0 - $86.57 $66,652 - $75,921
-877 Reduced 4.23%
19,845 $1.64 Million
Q1 2022

May 16, 2022
SELL
$74.37 - $83.52 $481,397 - $540,624
-6,473 Reduced 23.8%
20,722 $1.68 Million
Q4 2021

Feb 14, 2022
BUY
$74.14 - $83.05 $7,339 - $8,221
99 Added 0.37%
27,195 $2.23 Million
Q3 2021

Nov 15, 2021
SELL
$73.04 - $80.69 $89,327 - $98,683
-1,223 Reduced 4.32%
27,096 $1.98 Million
Q2 2021

Aug 13, 2021
SELL
$70.57 - $78.29 $116,299 - $129,021
-1,648 Reduced 5.5%
28,319 $2.11 Million
Q1 2021

May 14, 2021
SELL
$66.32 - $71.74 $58,693 - $63,489
-885 Reduced 2.87%
29,967 $2.12 Million
Q4 2020

Feb 17, 2021
SELL
$61.58 - $71.75 $241,393 - $281,260
-3,920 Reduced 11.27%
30,852 $2.18 Million
Q3 2020

Nov 13, 2020
SELL
$63.15 - $73.44 $71,991 - $83,721
-1,140 Reduced 3.17%
34,772 $2.27 Million
Q2 2020

Aug 13, 2020
SELL
$50.26 - $74.36 $1.07 Million - $1.58 Million
-21,250 Reduced 37.18%
35,912 $2.43 Million
Q1 2020

May 15, 2020
SELL
$43.86 - $88.27 $1.59 Million - $3.2 Million
-36,274 Reduced 38.82%
57,162 $3.32 Million
Q4 2019

Feb 14, 2020
SELL
$76.67 - $93.45 $458,563 - $558,924
-5,981 Reduced 6.02%
93,436 $7.48 Million
Q3 2019

Nov 14, 2019
BUY
$80.33 - $91.62 $324,854 - $370,511
4,044 Added 4.24%
99,417 $8.9 Million
Q2 2019

Aug 13, 2019
BUY
$75.96 - $86.0 $300,042 - $339,700
3,950 Added 4.32%
95,373 $7.74 Million
Q1 2019

May 14, 2019
BUY
$64.14 - $78.88 $1.25 Million - $1.54 Million
19,532 Added 27.17%
91,423 $7.16 Million
Q4 2018

Feb 14, 2019
BUY
$62.88 - $70.58 $3.43 Million - $3.85 Million
54,530 Added 314.09%
71,891 $4.7 Million
Q3 2018

Nov 14, 2018
SELL
$63.87 - $67.94 $1.34 Million - $1.43 Million
-21,015 Reduced 54.76%
17,361 $1.12 Million
Q2 2018

Aug 14, 2018
BUY
$61.13 - $67.65 $199,406 - $220,674
3,262 Added 9.29%
38,376 $2.55 Million
Q1 2018

May 15, 2018
SELL
$59.24 - $68.47 $24,347 - $28,141
-411 Reduced 1.16%
35,114 $2.18 Million
Q4 2017

Feb 13, 2018
SELL
$67.77 - $72.32 $61,806 - $65,955
-912 Reduced 2.5%
35,525 $2.45 Million
Q3 2017

Nov 14, 2017
BUY
$65.87 - $69.93 $1.46 Million - $1.55 Million
22,154 Added 155.11%
36,437 $2.46 Million
Q2 2017

Aug 14, 2017
BUY
N/A
14,283
14,283 $943,000

Others Institutions Holding WPC

# of Institutions
878
Shares Held
139M
Call Options Held
1M
Put Options Held
791K
View Full List

About W. P. Carey Inc.

WPC Quotes by TradingView
  • 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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