A detailed history of Capital Investment Advisory Services, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 8,374 shares of WPC stock, worth $530,241. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,374
Previous 7,217 16.03%
Holding current value
$530,241
Previous $407,000 13.02%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2024

BUY
$53.32 - $60.11 $61,691 - $69,547
1,157 Added 16.03%
8,374 $460,000
Q1 2024

Apr 25, 2024

SELL
$54.84 - $67.37 $7,732 - $9,499
-141 Reduced 1.92%
7,217 $407,000
Q4 2023

Feb 01, 2024

SELL
$52.21 - $65.68 $16,863 - $21,214
-323 Reduced 4.21%
7,358 $476,000
Q3 2023

Nov 02, 2023

SELL
$54.08 - $73.02 $71,547 - $96,605
-1,323 Reduced 14.69%
7,681 $415,000
Q2 2023

Jul 28, 2023

BUY
$66.29 - $76.27 $10,341 - $11,898
156 Added 1.76%
9,004 $608,000
Q1 2023

Apr 21, 2023

SELL
$75.21 - $85.55 $76,488 - $87,004
-1,017 Reduced 10.31%
8,848 $685,000
Q4 2022

Feb 03, 2023

BUY
$68.46 - $81.68 $11,775 - $14,048
172 Added 1.77%
9,865 $771,000
Q3 2022

Oct 26, 2022

SELL
$68.77 - $89.3 $24,413 - $31,701
-355 Reduced 3.53%
9,693 $677,000
Q2 2022

Jul 22, 2022

BUY
$76.0 - $86.57 $13,300 - $15,149
175 Added 1.77%
10,048 $833,000
Q1 2022

May 03, 2022

BUY
$74.37 - $83.52 $79,204 - $88,948
1,065 Added 12.09%
9,873 $798,000
Q4 2021

Feb 01, 2022

BUY
$74.14 - $83.05 $42,927 - $48,085
579 Added 7.04%
8,808 $723,000
Q3 2021

Oct 28, 2021

BUY
$73.04 - $80.69 $18,260 - $20,172
250 Added 3.13%
8,229 $601,000
Q2 2021

Jul 27, 2021

BUY
$70.57 - $78.29 $10,020 - $11,117
142 Added 1.81%
7,979 $595,000
Q1 2021

May 05, 2021

BUY
$66.32 - $71.74 $32,297 - $34,937
487 Added 6.63%
7,837 $555,000
Q4 2020

Jan 25, 2021

BUY
$61.58 - $71.75 $71,740 - $83,588
1,165 Added 18.84%
7,350 $519,000
Q3 2020

Oct 19, 2020

SELL
$63.15 - $73.44 $16,861 - $19,608
-267 Reduced 4.14%
6,185 $403,000
Q2 2020

Aug 05, 2020

BUY
$50.26 - $74.36 $19,350 - $28,628
385 Added 6.35%
6,452 $436,000
Q1 2020

Apr 28, 2020

BUY
$43.86 - $88.27 $12,500 - $25,156
285 Added 4.93%
6,067 $352,000
Q4 2019

Feb 04, 2020

BUY
$76.67 - $93.45 $19,550 - $23,829
255 Added 4.61%
5,782 $463,000
Q3 2019

Oct 17, 2019

SELL
$80.33 - $91.62 $78,321 - $89,329
-975 Reduced 15.0%
5,527 $495,000
Q2 2019

Aug 08, 2019

BUY
$75.96 - $86.0 $121,611 - $137,686
1,601 Added 32.67%
6,502 $549,000
Q1 2019

Apr 23, 2019

SELL
$64.14 - $78.88 $13,725 - $16,880
-214 Reduced 4.18%
4,901 $384,000
Q4 2018

Feb 04, 2019

BUY
$62.88 - $70.58 $22,762 - $25,549
362 Added 7.62%
5,115 $334,000
Q3 2018

Oct 30, 2018

BUY
$63.87 - $67.94 $15,839 - $16,849
248 Added 5.5%
4,753 $306,000
Q2 2018

Aug 01, 2018

BUY
$61.13 - $67.65 $6,663 - $7,373
109 Added 2.48%
4,505 $299,000
Q1 2018

Apr 30, 2018

BUY
$59.24 - $68.47 $16,764 - $19,377
283 Added 6.88%
4,396 $272,000
Q4 2017

Jan 31, 2018

BUY
$67.77 - $72.32 $24,261 - $25,890
358 Added 9.53%
4,113 $283,000
Q3 2017

Oct 31, 2017

BUY
$65.87 - $69.93 $247,341 - $262,587
3,755
3,755 $253,000

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 $13.1B
  • 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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