A detailed history of Clearstead Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 100 shares of WPC stock, worth $5,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$5,425
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

SELL
$52.21 - $65.68 $10,807 - $13,595
-207 Reduced 67.43%
100 $6,000
Q3 2023

Nov 07, 2023

BUY
$54.08 - $73.02 $7,517 - $10,149
139 Added 82.74%
307 $16,000
Q2 2023

Aug 07, 2023

SELL
$66.29 - $76.27 $8,750 - $10,067
-132 Reduced 44.0%
168 $11,000
Q4 2022

Feb 14, 2023

SELL
$68.46 - $81.68 $6,982 - $8,331
-102 Reduced 25.37%
300 $23,000
Q1 2022

May 04, 2022

SELL
$74.37 - $83.52 $14,874 - $16,704
-200 Reduced 33.22%
402 $32,000
Q4 2021

Feb 14, 2022

BUY
$74.14 - $83.05 $44,632 - $49,996
602 New
602 $49,000
Q3 2021

Nov 12, 2021

SELL
$73.04 - $80.69 $14,608 - $16,138
-200 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$70.57 - $78.29 $14,113 - $15,658
200 New
200 $15,000

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 $11.2B
  • 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 Clearstead Advisors, LLC Portfolio

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

News

Stay updated on Clearstead Advisors, LLC with notifications on news.