A detailed history of Captrust Financial Advisors transactions in W. P. Carey Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 19,537 shares of WPC stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,537
Previous 20,435 4.39%
Holding current value
$1.06 Million
Previous $1.12 Million 8.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$54.63 - $63.96 $49,057 - $57,436
-898 Reduced 4.39%
19,537 $1.22 Million
Q2 2024

Aug 14, 2024

SELL
$53.32 - $60.11 $30,339 - $34,202
-569 Reduced 2.71%
20,435 $1.12 Million
Q1 2024

May 15, 2024

SELL
$54.84 - $67.37 $354,814 - $435,883
-6,470 Reduced 23.55%
21,004 $1.19 Million
Q4 2023

Feb 14, 2024

BUY
$52.21 - $65.68 $131,621 - $165,579
2,521 Added 10.1%
27,474 $1.78 Million
Q3 2023

Nov 14, 2023

SELL
$54.08 - $73.02 $216,752 - $292,664
-4,008 Reduced 13.84%
24,953 $1.35 Million
Q2 2023

Aug 14, 2023

BUY
$66.29 - $76.27 $284,384 - $327,198
4,290 Added 17.39%
28,961 $1.96 Million
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $124,848 - $142,013
1,660 Added 7.21%
24,671 $1.91 Million
Q4 2022

Feb 15, 2023

BUY
$68.46 - $81.68 $105,633 - $126,032
1,543 Added 7.19%
23,011 $1.8 Million
Q3 2022

Nov 16, 2022

BUY
$68.77 - $89.3 $1.48 Million - $1.92 Million
21,468 New
21,468 $1.5 Million
Q2 2022

Aug 16, 2022

BUY
$76.0 - $86.57 $1.32 Million - $1.5 Million
17,383 New
17,383 $1.44 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 $11.2B
  • 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 Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.