Herold Advisors, Inc. W. P. Carey Inc. Transaction History

Herold Advisors, Inc.

$411 Million
Q3 2025

A detailed history of Herold Advisors, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Herold Advisors, Inc. holds 5,357 shares of WPC stock, worth $362,347. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,357

Previous 5,916 9.45%

Holding current value

$362,347

Previous $369,000 2.17%

% of portfolio

0.09%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$61.29 - $68.7 $34,261 - $38,403	-559 Reduced 9.45%	5,357 $361,000
Q2 2025 Aug 14, 2025	BUY	$56.12 - $64.53 $1,010 - $1,161	18 Added 0.31%	5,916 $369,000
Q1 2025 May 13, 2025	SELL	$53.5 - $65.05 $39,857 - $48,462	-745 Reduced 11.21%	5,898 $372,000
Q4 2024 Feb 14, 2025	SELL	$53.44 - $61.33 $12,504 - $14,351	-234 Reduced 3.4%	6,643 $361,000
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

# of Institutions

934

Shares Held

155M

Call Options Held

1.04M

Put Options Held

426K

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 $14B
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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Herold Advisors, Inc. W. P. Carey Inc. Transaction History