A detailed history of Aspire Wealth Management Corp transactions in W. P. Carey Inc. stock. As of the latest transaction made, Aspire Wealth Management Corp holds 6,211 shares of WPC stock, worth $354,648. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,211
Previous 6,176 0.57%
Holding current value
$354,648
Previous $339,000 14.16%
% of portfolio
0.22%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$54.63 - $63.96 $1,912 - $2,238
35 Added 0.57%
6,211 $387,000
Q2 2024

Aug 12, 2024

BUY
$53.32 - $60.11 $111,865 - $126,110
2,098 Added 51.45%
6,176 $339,000
Q1 2024

Apr 29, 2024

BUY
$54.84 - $67.37 $1,645 - $2,021
30 Added 0.74%
4,078 $230,000
Q4 2023

Jan 22, 2024

BUY
$52.21 - $65.68 $2,245 - $2,824
43 Added 1.07%
4,048 $262,000
Q3 2023

Oct 30, 2023

BUY
$54.08 - $73.02 $1,838 - $2,482
34 Added 0.86%
4,005 $216,000
Q2 2023

Jul 27, 2023

BUY
$66.29 - $76.27 $2,121 - $2,440
32 Added 0.81%
3,971 $268,000
Q1 2023

May 04, 2023

BUY
$75.21 - $85.55 $2,030 - $2,309
27 Added 0.69%
3,939 $305,000
Q4 2022

Feb 06, 2023

BUY
$68.46 - $81.68 $2,190 - $2,613
32 Added 0.82%
3,912 $305,000
Q3 2022

Nov 09, 2022

BUY
$68.77 - $89.3 $1,788 - $2,321
26 Added 0.67%
3,880 $271,000
Q2 2022

Aug 11, 2022

BUY
$76.0 - $86.57 $2,052 - $2,337
27 Added 0.71%
3,854 $319,000
Q1 2022

May 03, 2022

BUY
$74.37 - $83.52 $2,007 - $2,255
27 Added 0.71%
3,827 $309,000
Q4 2021

Mar 14, 2022

BUY
$74.14 - $83.05 $281,732 - $315,590
3,800 New
3,800 $312,000

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 $11.8B
  • 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
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.