A detailed history of Creative One Wealth, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 4,236 shares of WPC stock, worth $231,285. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,236
Previous 3,713 14.09%
Holding current value
$231,285
Previous $204,000 28.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$54.63 - $63.96 $28,571 - $33,451
523 Added 14.09%
4,236 $263,000
Q2 2024

Aug 14, 2024

BUY
$53.32 - $60.11 $197,977 - $223,188
3,713 New
3,713 $204,000
Q2 2023

Aug 16, 2023

BUY
$66.29 - $76.27 $3,645 - $4,194
55 Added 1.02%
5,464 $369,000
Q2 2023

Aug 14, 2023

BUY
$66.29 - $76.27 $50,115 - $57,660
756 Added 16.25%
5,409 $386,000
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $81,978 - $93,249
1,090 Added 30.59%
4,653 $360,000
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $13,965 - $16,662
204 Added 6.07%
3,563 $278,000
Q3 2022

Nov 14, 2022

SELL
$68.77 - $89.3 $80,392 - $104,391
-1,169 Reduced 25.82%
3,359 $234,000
Q2 2022

Aug 12, 2022

BUY
$76.0 - $86.57 $79,876 - $90,985
1,051 Added 30.23%
4,528 $375,000
Q1 2022

May 13, 2022

BUY
$74.37 - $83.52 $258,584 - $290,399
3,477 New
3,477 $281,000

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 $11.3B
  • 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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