A detailed history of Herold Advisors, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Herold Advisors, Inc. holds 6,877 shares of WPC stock, worth $392,676. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,877
Previous 6,511 5.62%
Holding current value
$392,676
Previous $358,000 19.55%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 14, 2024

BUY
$54.63 - $63.96 $19,994 - $23,409
366 Added 5.62%
6,877 $428,000
Q2 2024

Jul 24, 2024

SELL
$53.32 - $60.11 $137,778 - $155,324
-2,584 Reduced 28.41%
6,511 $358,000
Q1 2024

May 10, 2024

BUY
$54.84 - $67.37 $4,222 - $5,187
77 Added 0.85%
9,095 $513,000
Q4 2023

Feb 02, 2024

SELL
$52.21 - $65.68 $1 Million - $1.26 Million
-19,219 Reduced 68.06%
9,018 $584,000
Q3 2023

Nov 08, 2023

BUY
$54.08 - $73.02 $79,659 - $107,558
1,473 Added 5.5%
28,237 $1.53 Million
Q2 2023

Jul 14, 2023

BUY
$66.29 - $76.27 $5,634 - $6,482
85 Added 0.32%
26,764 $1.81 Million
Q1 2023

Apr 19, 2023

SELL
$75.21 - $85.55 $140,041 - $159,294
-1,862 Reduced 6.52%
26,679 $2.07 Million
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $1,026 - $1,225
15 Added 0.05%
28,541 $2.23 Million
Q3 2022

Nov 08, 2022

BUY
$68.77 - $89.3 $825 - $1,071
12 Added 0.04%
28,526 $1.99 Million
Q2 2022

Jul 15, 2022

BUY
$76.0 - $86.57 $912 - $1,038
12 Added 0.04%
28,514 $2.36 Million
Q1 2022

May 09, 2022

BUY
$74.37 - $83.52 $6,172 - $6,932
83 Added 0.29%
28,502 $2.3 Million
Q4 2021

Jan 20, 2022

BUY
$74.14 - $83.05 $889 - $996
12 Added 0.04%
28,419 $2.33 Million
Q3 2021

Nov 03, 2021

BUY
$73.04 - $80.69 $2.07 Million - $2.29 Million
28,407 New
28,407 $2.07 Million

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 $11.8B
  • 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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