New Wave Wealth Advisors LLC W. P. Carey Inc. Transaction History
New Wave Wealth Advisors LLC
- $235 Billion
- Q2 2025
A detailed history of New Wave Wealth Advisors LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 4,212 shares of WPC stock, worth $272,095. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,212
Previous 4,231
0.45%
Holding current value
$272,095
Previous $267 Million
1.6%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding WPC
# of Institutions
921Shares Held
153MCall Options Held
1.29MPut Options Held
699K-
Vanguard Group Inc Valley Forge, PA30.7MShares$1.99 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.73 Billion0.03% of portfolio
-
State Street Corp Boston, MA12.5MShares$805 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY5.11MShares$330 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.52MShares$292 Million0.02% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $13.4B
- 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 ...