A detailed history of Moneta Group Investment Advisors LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 3,528 shares of WPC stock, worth $194,181. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,528
Holding current value
$194,181
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

BUY
$52.21 - $65.68 $184,196 - $231,719
3,528 New
3,528 $228,000
Q2 2023

Aug 15, 2023

SELL
$66.29 - $76.27 $53,893 - $62,007
-813 Reduced 19.22%
3,417 $230,000
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $27,301 - $31,054
363 Added 9.39%
4,230 $327,000
Q4 2022

Feb 16, 2023

SELL
$68.46 - $81.68 $51,276 - $61,178
-749 Reduced 16.23%
3,867 $302,000
Q4 2022

Feb 16, 2023

SELL
$68.46 - $81.68 $316 Million - $377 Million
-4,611,072 Reduced 99.9%
4,616 $360,000
Q4 2022

Feb 15, 2023

BUY
$68.46 - $81.68 $316 Million - $377 Million
4,611,275 Added 104492.98%
4,615,688 $361 Million
Q3 2022

Nov 14, 2022

SELL
$68.77 - $89.3 $116,496 - $151,274
-1,694 Reduced 27.74%
4,413 $308,000
Q2 2022

Aug 15, 2022

BUY
$76.0 - $86.57 $433,732 - $494,054
5,707 Added 1426.75%
6,107 $506,000
Q2 2018

Aug 14, 2018

BUY
$61.13 - $67.65 $24,452 - $27,060
400 New
400 $26,000

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 Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.