A detailed history of Rockport Wealth LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Rockport Wealth LLC holds 6,271 shares of WPC stock, worth $349,733. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,271
Previous 5,782 8.46%
Holding current value
$349,733
Previous $318 Million 22.74%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 13, 2024

BUY
$54.63 - $63.96 $26,714 - $31,276
489 Added 8.46%
6,271 $391 Million
Q1 2024

May 13, 2024

BUY
$54.84 - $67.37 $317,084 - $389,533
5,782 New
5,782 $325 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 $11.5B
  • 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 Rockport Wealth LLC Portfolio

Follow Rockport Wealth 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 Rockport Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockport Wealth LLC with notifications on news.