A detailed history of Wealth Plan Partners, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 13,034 shares of WPC stock, worth $744,241. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,034
Previous 21,258 38.69%
Holding current value
$744,241
Previous $1.17 Billion 30.61%
% of portfolio
0.11%
Previous 0.13%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$54.63 - $63.96 $449,277 - $526,007
-8,224 Reduced 38.69%
13,034 $812 Million
Q2 2024

Aug 09, 2024

SELL
$53.32 - $60.11 $4.23 Million - $4.77 Million
-79,387 Reduced 78.88%
21,258 $1.17 Billion
Q1 2024

May 07, 2024

SELL
$54.84 - $67.37 $1.37 Million - $1.68 Million
-24,934 Reduced 19.86%
100,645 $5.68 Billion
Q4 2023

Jan 05, 2024

SELL
$52.21 - $65.68 $305,010 - $383,702
-5,842 Reduced 4.45%
125,579 $8.14 Billion
Q3 2023

Nov 01, 2023

BUY
$54.08 - $73.02 $3.49 Million - $4.71 Million
64,450 Added 96.24%
131,421 $7.11 Billion
Q2 2023

Jul 31, 2023

SELL
$66.29 - $76.27 $4.52 Million - $5.2 Million
-68,126 Reduced 50.43%
66,971 $4.52 Billion
Q1 2023

May 10, 2023

SELL
$75.21 - $85.55 $10.7 Million - $12.2 Million
-142,250 Reduced 51.29%
135,097 $10.5 Billion
Q4 2022

Feb 16, 2023

BUY
$68.46 - $81.68 $4.33 Million - $5.17 Million
63,270 Added 29.55%
277,347 $23.2 Billion
Q1 2022

May 03, 2022

BUY
$74.37 - $83.52 $940,631 - $1.06 Million
12,648 Added 6.28%
214,077 $17.3 Million
Q4 2021

Feb 01, 2022

BUY
$74.14 - $83.05 $490,955 - $549,957
6,622 Added 3.4%
201,429 $15.6 Million
Q3 2021

Dec 09, 2021

BUY
$73.04 - $80.69 $539,984 - $596,541
7,393 Added 3.94%
194,807 $14.2 Million
Q2 2021

Aug 19, 2021

BUY
$70.57 - $78.29 $1.34 Million - $1.49 Million
19,056 Added 11.32%
187,414 $14.6 Million
Q1 2021

May 11, 2021

BUY
$66.32 - $71.74 $974,970 - $1.05 Million
14,701 Added 9.57%
168,358 $12.7 Million
Q4 2020

Feb 09, 2021

BUY
$61.58 - $71.75 $940,880 - $1.1 Million
15,279 Added 11.04%
153,657 $10.5 Million
Q3 2020

Dec 18, 2020

BUY
$63.15 - $73.44 $581,295 - $676,015
9,205 Added 7.13%
138,378 $9.36 Million
Q2 2020

Aug 19, 2020

SELL
$50.26 - $74.36 $62,774 - $92,875
-1,249 Reduced 0.96%
129,173 $9.25 Million
Q1 2020

May 15, 2020

BUY
$43.86 - $88.27 $987,551 - $1.99 Million
22,516 Added 20.87%
130,422 $7.23 Million
Q4 2019

Feb 14, 2020

BUY
$76.67 - $93.45 $629,767 - $767,598
8,214 Added 8.24%
107,906 $9.14 Million
Q3 2019

Nov 15, 2019

BUY
$80.33 - $91.62 $1.3 Million - $1.48 Million
16,166 Added 19.35%
99,692 $8.45 Million
Q2 2019

Aug 19, 2019

SELL
$75.96 - $86.0 $426,591 - $482,976
-5,616 Reduced 6.3%
83,526 $7.34 Million
Q1 2019

May 16, 2019

BUY
$64.14 - $78.88 $174,075 - $214,080
2,714 Added 3.14%
89,142 $7.13 Million
Q4 2018

Feb 20, 2019

SELL
$62.88 - $70.58 $484,930 - $544,312
-7,712 Reduced 8.19%
86,428 $6.5 Million
Q3 2018

Nov 21, 2018

BUY
$63.87 - $67.94 $1.5 Million - $1.6 Million
23,541 Added 33.34%
94,140 $6.44 Million
Q2 2018

Aug 16, 2018

BUY
$61.13 - $67.65 $875,014 - $968,342
14,314 Added 25.43%
70,599 $4.69 Million
Q1 2018

May 16, 2018

BUY
$59.24 - $68.47 $3.33 Million - $3.85 Million
56,285 New
56,285 $3.49 Million

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 $11.8B
  • 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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