A detailed history of Concord Wealth Partners transactions in W. P. Carey Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 2,166 shares of WPC stock, worth $117,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,166
Previous 2,432 10.94%
Holding current value
$117,505
Previous $133,000 0.75%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$54.63 - $63.96 $14,531 - $17,013
-266 Reduced 10.94%
2,166 $134,000
Q2 2024

Jul 31, 2024

SELL
$53.32 - $60.11 $131,967 - $148,772
-2,475 Reduced 50.44%
2,432 $133,000
Q1 2024

Apr 30, 2024

SELL
$54.84 - $67.37 $84,453 - $103,749
-1,540 Reduced 23.89%
4,907 $276,000
Q4 2023

Apr 30, 2024

SELL
$52.21 - $65.68 $71,266 - $89,653
-1,365 Reduced 17.47%
6,447 $417,000
Q4 2023

Feb 05, 2024

SELL
$52.21 - $65.68 $71,266 - $89,653
-1,365 Reduced 17.47%
6,447 $417,000
Q3 2023

Apr 30, 2024

BUY
$54.08 - $73.02 $73,819 - $99,672
1,365 Added 21.17%
7,812 $422,000
Q3 2023

Oct 25, 2023

SELL
$54.08 - $73.02 $39,262 - $53,012
-726 Reduced 8.5%
7,812 $422,000
Q2 2023

Aug 07, 2023

BUY
$66.29 - $76.27 $98,970 - $113,871
1,493 Added 21.19%
8,538 $576,000
Q1 2023

Apr 26, 2023

SELL
$75.21 - $85.55 $113,040 - $128,581
-1,503 Reduced 17.58%
7,045 $545,000
Q2 2022

Aug 04, 2022

SELL
$76.0 - $86.57 $1,824 - $2,077
-24 Reduced 0.28%
8,548 $708,000
Q1 2022

Apr 20, 2022

SELL
$74.37 - $83.52 $17,700 - $19,877
-238 Reduced 2.7%
8,572 $693,000
Q4 2021

Jan 21, 2022

BUY
$74.14 - $83.05 $288,478 - $323,147
3,891 Added 79.1%
8,810 $723,000
Q3 2021

Nov 09, 2021

SELL
$73.04 - $80.69 $284,709 - $314,529
-3,898 Reduced 44.21%
4,919 $359,000
Q2 2021

Jul 29, 2021

SELL
$70.57 - $78.29 $43,612 - $48,383
-618 Reduced 6.55%
8,817 $658,000
Q1 2021

May 13, 2021

SELL
$66.32 - $71.74 $780,122 - $843,877
-11,763 Reduced 55.49%
9,435 $668,000
Q4 2020

Feb 16, 2021

BUY
$61.58 - $71.75 $1.31 Million - $1.52 Million
21,198 New
21,198 $1.5 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
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