Cetera Investment Advisers W. P. Carey Inc. Transaction History

Cetera Investment Advisers

$55.9 Billion
Q2 2025

A detailed history of Cetera Investment Advisers transactions in W. P. Carey Inc. stock. As of the latest transaction made, Cetera Investment Advisers holds 277,660 shares of WPC stock, worth $18.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

277,660

Previous 286,043 2.93%

Holding current value

$18.3 Million

Previous $18.1 Million 4.05%

% of portfolio

0.03%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$56.12 - $64.53 $470,453 - $540,954	-8,383 Reduced 2.93%	277,660 $17.3 Million
Q1 2025 May 06, 2025	BUY	$53.5 - $65.05 $1.74 Million - $2.12 Million	32,564 Added 12.85%	286,043 $18.1 Million
Q4 2024 Feb 13, 2025	SELL	$53.44 - $61.33 $5.63 Million - $6.46 Million	-105,291 Reduced 29.35%	253,479 $13.8 Million
Q3 2024 Nov 13, 2024	SELL	$54.63 - $63.96 $187,708 - $219,766	-3,436 Reduced 0.95%	358,770 $22.4 Million
Q2 2024 Aug 22, 2024	BUY	$53.32 - $60.11 $99,708 - $112,405	1,870 Added 0.52%	362,206 $19.9 Million
Q1 2024 May 24, 2024	BUY	$54.84 - $67.37 $16.3 Million - $20 Million	297,577 Added 474.16%	360,336 $20.3 Million
Q1 2024 May 14, 2024	SELL	$54.84 - $67.37 $2.9 Million - $3.56 Million	-52,878 Reduced 45.73%	62,759 $3.54 Million
Q4 2023 Feb 13, 2024	BUY	$52.21 - $65.68 $1.01 Million - $1.27 Million	19,307 Added 20.04%	115,637 $7.49 Million
Q3 2023 Nov 14, 2023	SELL	$54.08 - $73.02 $174,245 - $235,270	-3,222 Reduced 3.24%	96,330 $5.21 Million
Q2 2023 Aug 09, 2023	SELL	$66.29 - $76.27 $312,093 - $359,079	-4,708 Reduced 4.52%	99,552 $6.73 Million
Q1 2023 May 15, 2023	BUY	$75.21 - $85.55 $59,039 - $67,156	785 Added 0.76%	104,260 $8.07 Million
Q4 2022 Feb 14, 2023	BUY	$68.46 - $81.68 $2.72 Million - $3.25 Million	39,753 Added 62.39%	103,475 $8.09 Million
Q3 2022 Nov 10, 2022	BUY	$68.77 - $89.3 $1.18 Million - $1.53 Million	17,189 Added 36.94%	63,722 $4.45 Million
Q2 2022 Aug 11, 2022	SELL	$76.0 - $86.57 $752,856 - $857,562	-9,906 Reduced 17.55%	46,533 $3.86 Million
Q1 2022 May 13, 2022	BUY	$74.37 - $83.52 $159,300 - $178,899	2,142 Added 3.94%	56,439 $4.56 Million
Q4 2021 Feb 14, 2022	SELL	$74.14 - $83.05 $69,246 - $77,568	-934 Reduced 1.69%	54,297 $4.46 Million
Q3 2021 Nov 16, 2021	BUY	$73.04 - $80.69 $236,211 - $260,951	3,234 Added 6.22%	55,231 $4.03 Million
Q2 2021 Aug 13, 2021	BUY	$70.57 - $78.29 $209,592 - $232,521	2,970 Added 6.06%	51,997 $3.88 Million
Q1 2021 May 17, 2021	BUY	$66.32 - $71.74 $354,215 - $383,163	5,341 Added 12.23%	49,027 $3.47 Million
Q4 2020 Feb 17, 2021	BUY	$61.58 - $71.75 $1.93 Million - $2.25 Million	31,382 Added 255.06%	43,686 $3.08 Million
Q3 2020 Nov 13, 2020	BUY	$63.15 - $73.44 $68,896 - $80,123	1,091 Added 9.73%	12,304 $802,000
Q2 2020 Aug 13, 2020	BUY	$50.26 - $74.36 $126,655 - $187,387	2,520 Added 28.99%	11,213 $759,000
Q1 2020 May 08, 2020	BUY	$43.86 - $88.27 $33,465 - $67,350	763 Added 9.62%	8,693 $505,000
Q4 2019 Feb 10, 2020	BUY	$76.67 - $93.45 $38,948 - $47,472	508 Added 6.84%	7,930 $635,000
Q3 2019 Nov 06, 2019	SELL	$80.33 - $91.62 $5,382 - $6,138	-67 Reduced 0.89%	7,422 $665,000
Q2 2019 Aug 12, 2019	BUY	$75.96 - $86.0 $33,574 - $38,012	442 Added 6.27%	7,489 $606,000
Q1 2019 May 06, 2019	SELL	$64.14 - $78.88 $6,670 - $8,203	-104 Reduced 1.45%	7,047 $548,000
Q4 2018 Feb 15, 2019	BUY	$62.88 - $70.58 $66,652 - $74,814	1,060 Added 17.4%	7,151 $470,000
Q3 2018 Nov 14, 2018	SELL	$63.87 - $67.94 $392,992 - $418,034	-6,153 Reduced 50.25%	6,091 $392,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,244	12,244 $803,000

Others Institutions Holding WPC

# of Institutions

939

Shares Held

156M

Call Options Held

1.33M

Put Options Held

588K

View Full List

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 ...

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Cetera Investment Advisers W. P. Carey Inc. Transaction History