Moneta Group Investment Advisors LLC W. P. Carey Inc. Transaction History

Moneta Group Investment Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

878

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.2B
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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