Van Hulzen Asset Management, LLC W. P. Carey Inc. Transaction History

Van Hulzen Asset Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	SELL	$66.29 - $76.27 $10,738 - $12,355	-162 Reduced 4.04%	3,849 $260,000
Q1 2023 Apr 28, 2023	SELL	$75.21 - $85.55 $14,665 - $16,682	-195 Reduced 4.64%	4,011 $311,000
Q3 2022 Nov 08, 2022	BUY	$68.77 - $89.3 $82,661 - $107,338	1,202 Added 40.01%	4,206 $294,000
Q2 2022 Aug 04, 2022	BUY	$76.0 - $86.57 $18,924 - $21,555	249 Added 9.04%	3,004 $249,000
Q4 2021 Feb 04, 2022	SELL	$74.14 - $83.05 $59,312 - $66,440	-800 Reduced 22.5%	2,755 $226,000
Q3 2021 Nov 12, 2021	BUY	$73.04 - $80.69 $7,304 - $8,069	100 Added 2.89%	3,555 $260,000
Q4 2019 Feb 12, 2020	SELL	$76.67 - $93.45 $30,668 - $37,380	-400 Reduced 10.38%	3,455 $277,000
Q3 2019 Oct 30, 2019	SELL	$80.33 - $91.62 $16,066 - $18,324	-200 Reduced 4.93%	3,855 $345,000
Q2 2019 Aug 08, 2019	SELL	$75.96 - $86.0 $30,383 - $34,400	-400 Reduced 8.98%	4,055 $329,000
Q1 2019 May 01, 2019	SELL	$64.14 - $78.88 $12,828 - $15,776	-200 Reduced 4.3%	4,455 $349,000
Q4 2018 Feb 12, 2019	BUY	$62.88 - $70.58 $15,720 - $17,645	250 Added 5.68%	4,655 $304,000
Q3 2018 Nov 14, 2018	SELL	$63.87 - $67.94 $15,967 - $16,985	-250 Reduced 5.37%	4,405 $283,000
Q2 2018 Aug 07, 2018	SELL	$61.13 - $67.65 $27,508 - $30,442	-450 Reduced 8.81%	4,655 $309,000
Q1 2018 May 08, 2018	SELL	$59.24 - $68.47 $1,599 - $1,848	-27 Reduced 0.53%	5,105 $316,000
Q3 2017 Nov 09, 2017	BUY	$65.87 - $69.93 $338,044 - $358,880	5,132	5,132 $346,000

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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