Advocate Group LLC W. P. Carey Inc. Transaction History

Advocate Group LLC

$608 Million
Q3 2025

A detailed history of Advocate Group LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Advocate Group LLC holds 78,016 shares of WPC stock, worth $5.36 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

78,016

Previous 77,679 0.43%

Holding current value

$5.36 Million

Previous $4.85 Million 8.79%

% of portfolio

0.87%

Previous 0.87%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$61.29 - $68.7 $20,654 - $23,151	337 Added 0.43%	78,016 $5.27 Million
Q2 2025 Jul 25, 2025	BUY	$56.12 - $64.53 $8,418 - $9,679	150 Added 0.19%	77,679 $4.85 Million
Q1 2025 Apr 21, 2025	BUY	$53.5 - $65.05 $110,905 - $134,848	2,073 Added 2.75%	77,529 $4.89 Million
Q4 2024 Jan 21, 2025	SELL	$53.44 - $61.33 $8,390 - $9,628	-157 Reduced 0.21%	75,456 $4.11 Million
Q3 2024 Oct 08, 2024	SELL	$54.63 - $63.96 $22,234 - $26,031	-407 Reduced 0.54%	75,613 $4.71 Million
Q2 2024 Jul 10, 2024	SELL	$53.32 - $60.11 $106,959 - $120,580	-2,006 Reduced 2.57%	76,020 $4.18 Million
Q1 2024 Apr 25, 2024	SELL	$54.84 - $67.37 $446,123 - $548,054	-8,135 Reduced 9.44%	78,026 $4.4 Million
Q4 2023 Jan 19, 2024	BUY	$52.21 - $65.68 $42,290 - $53,200	810 Added 0.95%	86,161 $5.58 Million
Q3 2023 Oct 17, 2023	SELL	$54.08 - $73.02 $410,575 - $554,367	-7,592 Reduced 8.17%	85,351 $4.62 Million
Q2 2023 Jul 20, 2023	BUY	$66.29 - $76.27 $57,871 - $66,583	873 Added 0.95%	92,943 $6.28 Million
Q1 2023 Apr 19, 2023	BUY	$75.21 - $85.55 $119,809 - $136,281	1,593 Added 1.76%	92,070 $7.13 Million
Q4 2022 Jan 18, 2023	BUY	$68.46 - $81.68 $604,364 - $721,071	8,828 Added 10.81%	90,477 $0
Q3 2022 Oct 19, 2022	BUY	$68.77 - $89.3 $286,358 - $371,845	4,164 Added 5.37%	81,649 $5.7 Million
Q2 2022 Jul 27, 2022	BUY	$76.0 - $86.57 $5.89 Million - $6.71 Million	77,485 New	77,485 $6.42 Million

Others Institutions Holding WPC

# of Institutions

935

Shares Held

156M

Call Options Held

1.33M

Put Options Held

588K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $14.2B
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 ...

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Advocate Group LLC W. P. Carey Inc. Transaction History