Arkadios Wealth Advisors W. P. Carey Inc. Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in W. P. Carey Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 35,441 shares of WPC stock, worth $2.21 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

35,441

Previous 30,391 16.62%

Holding current value

$2.21 Million

Previous $1.66 Million 35.11%

% of portfolio

0.09%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$53.5 - $65.05 $270,175 - $328,502	5,050 Added 16.62%	35,441 $2.24 Million
Q4 2024 Jan 15, 2025	BUY	$53.44 - $61.33 $613,384 - $703,945	11,478 Added 60.69%	30,391 $1.66 Million
Q3 2024 Oct 24, 2024	BUY	$54.63 - $63.96 $187,380 - $219,382	3,430 Added 22.15%	18,913 $1.18 Million
Q2 2024 Jul 29, 2024	BUY	$53.32 - $60.11 $274,651 - $309,626	5,151 Added 49.85%	15,483 $852,000
Q1 2024 Apr 30, 2024	BUY	$54.84 - $67.37 $2,961 - $3,637	54 Added 0.53%	10,332 $583,000
Q4 2023 Jan 24, 2024	BUY	$52.21 - $65.68 $536,614 - $675,059	10,278 New	10,278 $666,000
Q2 2023 Jul 26, 2023	SELL	$66.29 - $76.27 $67,151 - $77,261	-1,013 Reduced 21.5%	3,698 $249,000
Q1 2023 May 02, 2023	SELL	$75.21 - $85.55 $313,776 - $356,914	-4,172 Reduced 46.97%	4,711 $364,000
Q4 2022 Jan 11, 2023	SELL	$68.46 - $81.68 $46,347 - $55,297	-677 Reduced 7.08%	8,883 $0
Q3 2022 Oct 21, 2022	BUY	$68.77 - $89.3 $657,441 - $853,708	9,560 New	9,560 $667,000
Q2 2022 Jul 14, 2022	SELL	$76.0 - $86.57 $200,868 - $228,804	-2,643 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$74.37 - $83.52 $119,215 - $133,882	-1,603 Reduced 37.75%	2,643 $214,000
Q4 2021 Feb 03, 2022	BUY	$74.14 - $83.05 $46,189 - $51,740	623 Added 17.2%	4,246 $348,000
Q3 2021 Oct 19, 2021	SELL	$73.04 - $80.69 $138,483 - $152,988	-1,896 Reduced 34.35%	3,623 $264,000
Q2 2021 Jul 28, 2021	BUY	$70.57 - $78.29 $41,142 - $45,643	583 Added 11.81%	5,519 $411,000
Q1 2021 Apr 26, 2021	BUY	$66.32 - $71.74 $274,432 - $296,860	4,138 Added 518.55%	4,936 $349,000
Q4 2020 Feb 09, 2021	BUY	$61.58 - $71.75 $49,140 - $57,256	798 New	798 $56,000

Others Institutions Holding WPC

# of Institutions

920

Shares Held

153M

Call Options Held

1.29M

Put Options Held

699K

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 $12.9B
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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Arkadios Wealth Advisors W. P. Carey Inc. Transaction History