A detailed history of Avantax Advisory Services, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 52,260 shares of WPC stock, worth $2.88 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
52,260
Previous 51,143 2.18%
Holding current value
$2.88 Million
Previous $3.31 Million 11.01%
% of portfolio
0.03%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$54.84 - $67.37 $61,256 - $75,252
1,117 Added 2.18%
52,260 $2.95 Million
Q4 2023

Feb 07, 2024

SELL
$52.21 - $65.68 $65,732 - $82,691
-1,259 Reduced 2.4%
51,143 $3.31 Million
Q3 2023

Nov 07, 2023

BUY
$54.08 - $73.02 $131,360 - $177,365
2,429 Added 4.86%
52,402 $2.83 Million
Q2 2023

Aug 11, 2023

BUY
$66.29 - $76.27 $120,714 - $138,887
1,821 Added 3.78%
49,973 $3.38 Million
Q1 2023

Apr 28, 2023

BUY
$75.21 - $85.55 $43,245 - $49,191
575 Added 1.21%
48,152 $3.73 Million
Q4 2022

Feb 13, 2023

BUY
$68.46 - $81.68 $163,893 - $195,541
2,394 Added 5.3%
47,577 $3.72 Million
Q3 2022

Nov 01, 2022

BUY
$68.77 - $89.3 $205,484 - $266,828
2,988 Added 7.08%
45,183 $3.15 Million
Q2 2022

Aug 02, 2022

BUY
$76.0 - $86.57 $214,396 - $244,213
2,821 Added 7.16%
42,195 $3.5 Million
Q1 2022

Apr 27, 2022

BUY
$74.37 - $83.52 $62,991 - $70,741
847 Added 2.2%
39,374 $3.18 Million
Q4 2021

Jan 24, 2022

SELL
$74.14 - $83.05 $84,816 - $95,009
-1,144 Reduced 2.88%
38,527 $3.16 Million
Q3 2021

Oct 21, 2021

BUY
$73.04 - $80.69 $6,719 - $7,423
92 Added 0.23%
39,671 $2.9 Million
Q2 2021

Jul 29, 2021

SELL
$70.57 - $78.29 $78,191 - $86,745
-1,108 Reduced 2.72%
39,579 $2.95 Million
Q1 2021

May 13, 2021

BUY
$66.32 - $71.74 $110,091 - $119,088
1,660 Added 4.25%
40,687 $2.87 Million
Q4 2020

Jan 22, 2021

SELL
$61.58 - $71.75 $187,511 - $218,478
-3,045 Reduced 7.24%
39,027 $2.75 Million
Q3 2020

Oct 14, 2020

BUY
$63.15 - $73.44 $457,269 - $531,779
7,241 Added 20.79%
42,072 $2.75 Million
Q2 2020

Aug 06, 2020

BUY
$50.26 - $74.36 $14,474 - $21,415
288 Added 0.83%
34,831 $2.36 Million
Q1 2020

Apr 30, 2020

BUY
$43.86 - $88.27 $53,947 - $108,572
1,230 Added 3.69%
34,543 $2 Million
Q4 2019

Feb 14, 2020

BUY
$76.67 - $93.45 $1.99 Million - $2.43 Million
25,953 Added 352.62%
33,313 $2.66 Million
Q3 2019

Nov 08, 2019

BUY
$80.33 - $91.62 $81,454 - $92,902
1,014 Added 15.98%
7,360 $661,000
Q2 2019

Aug 06, 2019

BUY
$75.96 - $86.0 $65,249 - $73,874
859 Added 15.66%
6,346 $515,000
Q1 2019

May 13, 2019

BUY
$64.14 - $78.88 $96,594 - $118,793
1,506 Added 37.83%
5,487 $430,000
Q4 2018

Feb 13, 2019

BUY
$62.88 - $70.58 $250,325 - $280,978
3,981 New
3,981 $265,000

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 $11.4B
  • 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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