A detailed history of Client 1 St Advisory Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 13,721 shares of WPC stock, worth $765,220. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,721
Previous 13,734 0.09%
Holding current value
$765,220
Previous $775,000 2.58%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Aug 08, 2024

SELL
$53.32 - $60.11 $693 - $781
-13 Reduced 0.09%
13,721 $755,000
Q1 2024

May 09, 2024

SELL
$54.84 - $67.37 $2,687 - $3,301
-49 Reduced 0.36%
13,734 $775,000
Q4 2023

Feb 13, 2024

SELL
$52.21 - $65.68 $12,530 - $15,763
-240 Reduced 1.71%
13,783 $893,000
Q3 2023

Nov 14, 2023

BUY
$54.08 - $73.02 $110,864 - $149,691
2,050 Added 17.12%
14,023 $758,000
Q2 2023

Aug 14, 2023

SELL
$66.29 - $76.27 $2,187 - $2,516
-33 Reduced 0.27%
11,973 $808,000
Q4 2022

Feb 13, 2023

BUY
$68.46 - $81.68 $11,569 - $13,803
169 Added 1.43%
12,006 $938,000
Q2 2022

Aug 12, 2022

SELL
$76.0 - $86.57 $19,532 - $22,248
-257 Reduced 2.13%
11,837 $981,000
Q4 2021

Feb 14, 2022

SELL
$74.14 - $83.05 $1,408 - $1,577
-19 Reduced 0.16%
12,094 $992,000
Q2 2021

Aug 03, 2021

SELL
$70.57 - $78.29 $23,993 - $26,618
-340 Reduced 2.73%
12,113 $904,000
Q1 2021

May 12, 2021

SELL
$66.32 - $71.74 $3,315 - $3,586
-50 Reduced 0.4%
12,453 $881,000
Q4 2020

Feb 11, 2021

SELL
$61.58 - $71.75 $24,632 - $28,700
-400 Reduced 3.1%
12,503 $841,000
Q3 2020

Nov 12, 2020

SELL
$63.15 - $73.44 $39,405 - $45,826
-624 Reduced 4.61%
12,903 $888,000
Q1 2020

May 15, 2020

BUY
$43.86 - $88.27 $86,798 - $174,686
1,979 Added 17.14%
13,527 $786,000
Q4 2019

Feb 13, 2020

BUY
$76.67 - $93.45 $885,385 - $1.08 Million
11,548 New
11,548 $924,000

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 $11.5B
  • 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 Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, 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 Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.