A detailed history of Capital Investment Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,268 shares of WPC stock, worth $185,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,268
Holding current value
$185,753
% of portfolio
0.0%

Shares

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

Oct 17, 2024

BUY
$54.63 - $63.96 $178,530 - $209,021
3,268 New
3,268 $203,000
Q4 2023

Jan 05, 2024

SELL
$52.21 - $65.68 $35,607 - $44,793
-682 Reduced 10.41%
5,872 $380,000
Q3 2023

Oct 16, 2023

SELL
$54.08 - $73.02 $4,975 - $6,717
-92 Reduced 1.38%
6,554 $354,000
Q2 2023

Jul 11, 2023

SELL
$66.29 - $76.27 $7,490 - $8,618
-113 Reduced 1.67%
6,646 $449,000
Q1 2023

Apr 10, 2023

BUY
$75.21 - $85.55 $72,728 - $82,726
967 Added 16.7%
6,759 $523,000
Q4 2022

Jan 05, 2023

BUY
$68.46 - $81.68 $10,132 - $12,088
148 Added 2.62%
5,792 $453,000
Q3 2022

Oct 05, 2022

BUY
$68.77 - $89.3 $21,043 - $27,325
306 Added 5.73%
5,644 $394,000
Q2 2022

Jul 06, 2022

BUY
$76.0 - $86.57 $1,976 - $2,250
26 Added 0.49%
5,338 $442,000
Q1 2022

Apr 13, 2022

SELL
$74.37 - $83.52 $15,840 - $17,789
-213 Reduced 3.86%
5,312 $429,000
Q4 2021

Jan 10, 2022

SELL
$74.14 - $83.05 $14,383 - $16,111
-194 Reduced 3.39%
5,525 $453,000
Q3 2021

Oct 13, 2021

SELL
$73.04 - $80.69 $58,066 - $64,148
-795 Reduced 12.2%
5,719 $418,000
Q2 2021

Jul 14, 2021

BUY
$70.57 - $78.29 $459,692 - $509,981
6,514 New
6,514 $486,000
Q3 2019

Oct 24, 2019

SELL
$80.33 - $91.62 $229,342 - $261,575
-2,855 Closed
0 $0
Q1 2019

Apr 11, 2019

SELL
$64.14 - $78.88 $51,376 - $63,182
-801 Reduced 21.91%
2,855 $224,000
Q4 2018

Jan 17, 2019

BUY
$62.88 - $70.58 $229,889 - $258,040
3,656 New
3,656 $239,000

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 $11.7B
  • 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 Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, LLC 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.