A detailed history of Accurate Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,898 shares of WPC stock, worth $239,688. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,898
Previous 3,913 0.38%
Holding current value
$239,688
Previous $220,000 2.73%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 17, 2024

SELL
$53.32 - $60.11 $799 - $901
-15 Reduced 0.38%
3,898 $214,000
Q1 2024

Apr 22, 2024

BUY
$54.84 - $67.37 $11,406 - $14,012
208 Added 5.61%
3,913 $220,000
Q4 2023

Jan 12, 2024

SELL
$52.21 - $65.68 $15,193 - $19,112
-291 Reduced 7.28%
3,705 $240,000
Q3 2023

Oct 23, 2023

BUY
$54.08 - $73.02 $32,393 - $43,738
599 Added 17.63%
3,996 $216,000
Q2 2023

Jul 24, 2023

BUY
$66.29 - $76.27 $10,738 - $12,355
162 Added 5.01%
3,397 $229,000
Q1 2023

Apr 13, 2023

BUY
$75.21 - $85.55 $31,588 - $35,931
420 Added 14.92%
3,235 $250,000
Q4 2022

Jan 11, 2023

SELL
$68.46 - $81.68 $44,156 - $52,683
-645 Reduced 18.64%
2,815 $0
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $237,944 - $308,978
3,460 New
3,460 $246,000

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 $12.7B
  • 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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