Wealth Plan Investment Management, LLC W. P. Carey Inc. Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 17,693 shares of WPC stock, worth $975,238. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,693
Previous 180,923
90.22%
Holding current value
$975,238
Previous $10.2 Million
90.47%
% of portfolio
0.16%
Previous 1.73%
Shares
11 transactions
Others Institutions Holding WPC
# of Institutions
864Shares Held
144MCall Options Held
976KPut Options Held
645K-
Vanguard Group Inc Valley Forge, PA30.8MShares$1.7 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.48 Billion0.03% of portfolio
-
State Street Corp Boston, MA12.1MShares$664 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.45MShares$245 Million0.02% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$179 Million0.06% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $11.4B
- 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 ...