A detailed history of Bell Investment Advisors, Inc transactions in W. P. Carey Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 124 shares of WPC stock, worth $6,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124
Previous 124 -0.0%
Holding current value
$6,915
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2024

SELL
$53.32 - $60.11 $479 - $540
-9 Reduced 6.77%
124 $6,000
Q4 2023

Feb 14, 2024

SELL
$52.21 - $65.68 $4,907 - $6,173
-94 Reduced 41.41%
133 $8,000
Q3 2023

Nov 08, 2023

BUY
$54.08 - $73.02 $5,083 - $6,863
94 Added 70.68%
227 $12,000
Q2 2023

Aug 09, 2023

BUY
$66.29 - $76.27 $1,458 - $1,677
22 Added 19.82%
133 $8,000
Q1 2023

May 10, 2023

SELL
$75.21 - $85.55 $977 - $1,112
-13 Reduced 10.48%
111 $8,000
Q4 2022

Feb 08, 2023

SELL
$68.46 - $81.68 $136 - $163
-2 Reduced 1.59%
124 $9,000
Q3 2022

Nov 09, 2022

SELL
$68.77 - $89.3 $2,819 - $3,661
-41 Reduced 24.55%
126 $9,000
Q2 2022

Aug 12, 2022

BUY
$76.0 - $86.57 $228 - $259
3 Added 1.83%
167 $14,000
Q4 2021

Feb 14, 2022

SELL
$74.14 - $83.05 $4,225 - $4,733
-57 Reduced 25.79%
164 $13,000
Q3 2021

Nov 12, 2021

BUY
$73.04 - $80.69 $16,141 - $17,832
221 New
221 $16,000

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 $11.5B
  • 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 Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc 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 Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.