A detailed history of Liberty One Investment Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 11,227 shares of WPC stock, worth $618,383. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,227
Previous 11,532 2.64%
Holding current value
$618,383
Previous $635,000 10.08%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 31, 2024

SELL
$54.63 - $63.96 $16,662 - $19,507
-305 Reduced 2.64%
11,227 $699,000
Q2 2024

Jul 22, 2024

SELL
$53.32 - $60.11 $20,528 - $23,142
-385 Reduced 3.23%
11,532 $635,000
Q1 2024

Apr 30, 2024

BUY
$54.84 - $67.37 $100,357 - $123,287
1,830 Added 18.14%
11,917 $672,000
Q4 2023

Jan 26, 2024

SELL
$52.21 - $65.68 $22,659 - $28,505
-434 Reduced 4.13%
10,087 $653,000
Q3 2023

Nov 03, 2023

BUY
$54.08 - $73.02 $6,381 - $8,616
118 Added 1.13%
10,521 $568,000
Q2 2023

Aug 04, 2023

SELL
$66.29 - $76.27 $5,568 - $6,406
-84 Reduced 0.8%
10,403 $702,000
Q1 2023

May 15, 2023

SELL
$75.21 - $85.55 $7,671 - $8,726
-102 Reduced 0.96%
10,487 $812,000
Q4 2022

Feb 15, 2023

SELL
$68.46 - $81.68 $32,176 - $38,389
-470 Reduced 4.25%
10,589 $827,000
Q3 2022

Nov 16, 2022

BUY
$68.77 - $89.3 $760,527 - $987,568
11,059 New
11,059 $772,000

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 $11.4B
  • 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
Track This Portfolio

Track Liberty One Investment Management, LLC Portfolio

Follow Liberty One Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty One Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty One Investment Management, LLC with notifications on news.