A detailed history of Caldwell Trust CO transactions in W. P. Carey Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 300 shares of WPC stock, worth $19,773. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$19,773
Previous $18.7 Million 8.32%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$56.12 - $64.53 $16,836 - $19,359
300 New
300 $18.7 Million
Q1 2024

Sep 24, 2025

SELL
$54.84 - $67.37 $8,226 - $10,105
-150 Reduced 50.0%
150 $8.47 Million
Q4 2023

Oct 01, 2025

SELL
$52.21 - $65.68 $52,210 - $65,680
-1,000 Reduced 86.96%
150 $9.72 Million
Q1 2023

Oct 01, 2025

BUY
$75.21 - $85.55 $63,928 - $72,717
850 Added 283.33%
1,150 $89.1 Million
Q4 2022

Oct 01, 2025

SELL
$68.46 - $81.68 $3,286 - $3,920
-48 Reduced 4.01%
1,150 $89.9 Million
Q3 2022

Oct 01, 2025

BUY
$68.77 - $89.3 $61,755 - $80,191
898 Added 299.33%
1,198 $83.6 Million
Q1 2022

Oct 01, 2025

BUY
$74.37 - $83.52 $63,214 - $70,992
850 Added 283.33%
1,150 $93 Million
Q3 2021

Oct 02, 2025

BUY
$73.04 - $80.69 $73,040 - $80,690
1,000 Added 666.67%
1,150 $84 Million
Q1 2021

Oct 02, 2025

SELL
$66.32 - $71.74 $9,947 - $10,761
-150 Reduced 50.0%
150 $10.6 Million
Q4 2020

Oct 02, 2025

SELL
$61.58 - $71.75 $9,237 - $10,762
-150 Reduced 50.0%
150 $10.6 Million
Q1 2020

Oct 02, 2025

SELL
$43.86 - $88.27 $6,579 - $13,240
-150 Reduced 50.0%
150 $8.71 Million
Q4 2019

Oct 06, 2025

SELL
$76.67 - $93.45 $11,500 - $14,017
-150 Reduced 50.0%
150 $12 Million

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 $13.6B
  • 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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