A detailed history of Janiczek Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,370 shares of WPC stock, worth $78,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,370
Previous 1,263 8.47%
Holding current value
$78,227
Previous $71,000 5.63%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$53.32 - $60.11 $5,705 - $6,431
107 Added 8.47%
1,370 $75,000
Q1 2024

Apr 15, 2024

BUY
$54.84 - $67.37 $16,232 - $19,941
296 Added 30.61%
1,263 $71,000
Q4 2023

Jan 26, 2024

BUY
$52.21 - $65.68 $36,390 - $45,778
697 Added 258.15%
967 $62,000
Q3 2023

Oct 13, 2023

SELL
$54.08 - $73.02 $14,168 - $19,131
-262 Reduced 49.25%
270 $14,000
Q2 2023

Jul 11, 2023

SELL
$66.29 - $76.27 $31,090 - $35,770
-469 Reduced 46.85%
532 $35,000
Q1 2023

Apr 21, 2023

BUY
$75.21 - $85.55 $12,184 - $13,859
162 Added 19.31%
1,001 $77,000
Q4 2022

Jan 20, 2023

SELL
$68.46 - $81.68 $18,141 - $21,645
-265 Reduced 24.0%
839 $0
Q3 2022

Oct 17, 2022

BUY
$68.77 - $89.3 $41,193 - $53,490
599 Added 118.61%
1,104 $78,000
Q2 2022

Aug 03, 2022

BUY
$76.0 - $86.57 $1,292 - $1,471
17 Added 3.48%
505 $45,000
Q1 2022

May 05, 2022

BUY
$74.37 - $83.52 $10,411 - $11,692
140 Added 40.23%
488 $39,000
Q4 2021

Feb 02, 2022

BUY
$74.14 - $83.05 $6,524 - $7,308
88 Added 33.85%
348 $29,000
Q3 2021

Oct 19, 2021

SELL
$73.04 - $80.69 $1,826 - $2,017
-25 Reduced 8.77%
260 $19,000
Q2 2021

Jul 28, 2021

BUY
$70.57 - $78.29 $5,222 - $5,793
74 Added 35.07%
285 $21,000
Q1 2021

Apr 28, 2021

BUY
$66.32 - $71.74 $2,586 - $2,797
39 Added 22.67%
211 $15,000
Q4 2020

Jan 26, 2021

BUY
$61.58 - $71.75 $6,342 - $7,390
103 Added 149.28%
172 $12,000
Q3 2020

Oct 19, 2020

BUY
$63.15 - $73.44 $4,357 - $5,067
69 New
69 $4,000

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 $11.8B
  • 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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