A detailed history of Uma Financial Services, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,659 shares of WPC stock, worth $214,746. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,659
Previous 3,659 -0.0%
Holding current value
$214,746
Previous $227,000 12.33%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 17, 2024

SELL
$53.32 - $60.11 $5,758 - $6,491
-108 Reduced 2.87%
3,659 $201,000
Q1 2024

Apr 17, 2024

BUY
$54.84 - $67.37 $438 - $538
8 Added 0.21%
3,767 $212,000
Q4 2023

Jan 23, 2024

SELL
$52.21 - $65.68 $58,579 - $73,692
-1,122 Reduced 22.99%
3,759 $243,000
Q3 2023

Oct 10, 2023

SELL
$54.08 - $73.02 $167,431 - $226,069
-3,096 Reduced 38.81%
4,881 $263,000
Q3 2022

Oct 06, 2022

BUY
$68.77 - $89.3 $216,350 - $280,937
3,146 Added 65.12%
7,977 $587,000
Q2 2021

Jul 23, 2021

BUY
$70.57 - $78.29 $7,056 - $7,829
100 Added 2.11%
4,831 $380,000
Q2 2020

Aug 11, 2020

BUY
$50.26 - $74.36 $10,052 - $14,872
200 Added 4.41%
4,731 $346,000
Q1 2020

Apr 23, 2020

BUY
$43.86 - $88.27 $9,210 - $18,536
210 Added 4.86%
4,531 $268,000
Q4 2019

Jan 14, 2020

SELL
$76.67 - $93.45 $33,734 - $41,118
-440 Reduced 9.24%
4,321 $360,000
Q3 2019

Nov 26, 2019

BUY
$80.33 - $91.62 $382,451 - $436,202
4,761 New
4,761 $397,000

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 $12.1B
  • 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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