A detailed history of Modern Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,940 shares of WPC stock, worth $439,399. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,940
Previous 8,024 1.05%
Holding current value
$439,399
Previous $469 Million 6.7%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$53.32 - $60.11 $4,478 - $5,049
-84 Reduced 1.05%
7,940 $437 Million
Q1 2024

May 13, 2024

BUY
$54.84 - $67.37 $440,036 - $540,576
8,024 New
8,024 $469 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 $11.4B
  • 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 ...
More about WPC
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