Rfg Bristol Wealth Advisors, LLC W. P. Carey Inc. Transaction History
Rfg Bristol Wealth Advisors, LLC
- $322 Billion
- Q2 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 5,083 shares of WPC stock, worth $334,868. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,083
Previous 5,075
0.16%
Holding current value
$334,868
Previous $320 Million
1.01%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding WPC
# of Institutions
923Shares Held
151MCall Options Held
1.42MPut Options Held
707K-
Vanguard Group Inc Valley Forge, PA30.7MShares$2.03 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.76 Billion0.03% of portfolio
-
State Street Corp Boston, MA12.5MShares$821 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY5.11MShares$337 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.61MShares$303 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 $13.6B
- 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 ...