Sequoia Financial Advisors, LLC W. P. Carey Inc. Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 146,900 shares of WPC stock, worth $7.97 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

146,900

Previous 80,323 82.89%

Holding current value

$7.97 Million

Previous $4.42 Million 107.03%

% of portfolio

0.1%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$54.63 - $63.96 $3.64 Million - $4.26 Million	66,577 Added 82.89%	146,900 $9.15 Million
Q2 2024 Jul 15, 2024	BUY	$53.32 - $60.11 $79,926 - $90,104	1,499 Added 1.9%	80,323 $4.42 Million
Q1 2024 Apr 30, 2024	BUY	$54.84 - $67.37 $5,813 - $7,141	106 Added 0.13%	78,824 $4.45 Million
Q4 2023 Jan 25, 2024	BUY	$52.21 - $65.68 $164,043 - $206,366	3,142 Added 4.16%	78,718 $5.1 Million
Q3 2023 Nov 08, 2023	SELL	$54.08 - $73.02 $300,468 - $405,699	-5,556 Reduced 6.85%	75,576 $4.09 Million
Q2 2023 Aug 08, 2023	BUY	$66.29 - $76.27 $94,927 - $109,218	1,432 Added 1.8%	81,132 $5.48 Million
Q1 2023 Apr 24, 2023	BUY	$75.21 - $85.55 $5.6 Million - $6.37 Million	74,481 Added 1427.11%	79,700 $6.17 Million
Q4 2022 Jan 17, 2023	BUY	$68.46 - $81.68 $35,736 - $42,636	522 Added 11.11%	5,219 $0
Q3 2022 Oct 26, 2022	BUY	$68.77 - $89.3 $550 - $714	8 Added 0.17%	4,697 $328,000
Q2 2022 Jul 22, 2022	SELL	$76.0 - $86.57 $61,560 - $70,121	-810 Reduced 14.73%	4,689 $389,000
Q1 2022 May 13, 2022	SELL	$74.37 - $83.52 $36,961 - $41,509	-497 Reduced 8.29%	5,499 $445,000
Q4 2021 Feb 11, 2022	BUY	$74.14 - $83.05 $444,543 - $497,967	5,996 New	5,996 $492,000
Q3 2021 Oct 26, 2021	SELL	$73.04 - $80.69 $268,348 - $296,455	-3,674 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$70.57 - $78.29 $282 - $313	4 Added 0.11%	3,674 $274,000
Q1 2021 May 14, 2021	SELL	$66.32 - $71.74 $1,061 - $1,147	-16 Reduced 0.43%	3,670 $260,000
Q4 2020 Feb 12, 2021	BUY	$61.58 - $71.75 $985 - $1,148	16 Added 0.44%	3,686 $260,000
Q3 2020 Oct 23, 2020	BUY	$63.15 - $73.44 $231,760 - $269,524	3,670 New	3,670 $239,000
Q1 2020 May 11, 2020	SELL	$43.86 - $88.27 $142,106 - $285,994	-3,240 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$80.33 - $91.62 $260,269 - $296,848	3,240 New	3,240 $290,000

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

Call Options Held

Put Options Held

791K

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 $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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Sequoia Financial Advisors, LLC W. P. Carey Inc. Transaction History