A detailed history of Coppell Advisory Solutions LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 5,254 shares of WPC stock, worth $296,115. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,254
Previous 4,090 28.46%
Holding current value
$296,115
Previous $225 Million 46.39%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$54.63 - $63.96 $63,589 - $74,449
1,164 Added 28.46%
5,254 $330 Million
Q2 2024

Aug 15, 2024

BUY
$53.32 - $60.11 $23,994 - $27,049
450 Added 12.36%
4,090 $225 Million
Q4 2023

Feb 14, 2024

SELL
$52.21 - $65.68 $21,667 - $27,257
-415 Reduced 10.23%
3,640 $236 Million
Q3 2023

Nov 14, 2023

BUY
$54.08 - $73.02 $6,219 - $8,397
115 Added 2.92%
4,055 $317 Million
Q2 2023

Aug 17, 2023

BUY
$66.29 - $76.27 $6,894 - $7,932
104 Added 2.71%
3,940 $266 Million
Q1 2023

May 19, 2023

SELL
$75.21 - $85.55 $16,470 - $18,735
-219 Reduced 5.4%
3,836 $296 Million
Q4 2022

May 19, 2023

BUY
$68.46 - $81.68 $277,605 - $331,212
4,055 New
4,055 $317 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 $11.7B
  • 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
Track This Portfolio

Track Coppell Advisory Solutions LLC Portfolio

Follow Coppell Advisory Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.