A detailed history of Valeo Financial Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,386 shares of WPC stock, worth $290,197. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,386
Previous 5,386 -0.0%
Holding current value
$290,197
Previous $296,000 13.18%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023

SELL
$68.46 - $81.68 $7,325 - $8,739
-107 Reduced 1.95%
5,386 $421,000
Q3 2022

Oct 31, 2022

SELL
$68.77 - $89.3 $3,919 - $5,090
-57 Reduced 1.03%
5,493 $383,000
Q2 2022

Aug 03, 2022

BUY
$76.0 - $86.57 $2,812 - $3,203
37 Added 0.67%
5,550 $460,000
Q4 2021

Jan 07, 2022

BUY
$74.14 - $83.05 $408,733 - $457,854
5,513 New
5,513 $452,000
Q3 2020

Oct 28, 2020

SELL
$63.15 - $73.44 $63 - $73
-1 Closed
0 $0
Q2 2020

Jul 20, 2020

BUY
$50.26 - $74.36 $50 - $74
1 New
1 $0
Q1 2020

Apr 13, 2020

SELL
$43.86 - $88.27 $13,158 - $26,481
-300 Closed
0 $0
Q4 2019

Jan 24, 2020

BUY
$76.67 - $93.45 $23,001 - $28,035
300 New
300 $24,000
Q2 2019

Jul 10, 2019

SELL
$75.96 - $86.0 $18,458 - $20,898
-243 Closed
0 $0
Q1 2019

Apr 12, 2019

SELL
$64.14 - $78.88 $6,414 - $7,888
-100 Reduced 29.15%
243 $19,000
Q4 2018

Jan 30, 2019

BUY
$62.88 - $70.58 $15,279 - $17,150
243 Added 243.0%
343 $22,000
Q3 2018

Nov 01, 2018

SELL
$63.87 - $67.94 $76,644 - $81,528
-1,200 Reduced 92.31%
100 $7,000
Q2 2018

Aug 14, 2018

BUY
$61.13 - $67.65 $79,469 - $87,945
1,300 New
1,300 $84,000

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 $11.1B
  • 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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