A detailed history of Crestwood Advisors Group LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 6,702 shares of WPC stock, worth $363,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,702
Previous 6,623 1.19%
Holding current value
$363,583
Previous $364,000 14.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$54.63 - $63.96 $4,315 - $5,052
79 Added 1.19%
6,702 $417,000
Q2 2024

Aug 01, 2024

SELL
$53.32 - $60.11 $6,665 - $7,513
-125 Reduced 1.85%
6,623 $364,000
Q1 2024

May 08, 2024

SELL
$54.84 - $67.37 $1,096 - $1,347
-20 Reduced 0.3%
6,748 $380,000
Q4 2023

Jan 29, 2024

SELL
$52.21 - $65.68 $19,787 - $24,892
-379 Reduced 5.3%
6,768 $438,000
Q3 2023

Nov 15, 2023

BUY
$54.08 - $73.02 $8,328 - $11,245
154 Added 2.2%
7,147 $386,000
Q2 2023

Aug 15, 2023

BUY
$66.29 - $76.27 $530 - $610
8 Added 0.11%
6,993 $472,000
Q1 2023

May 12, 2023

SELL
$75.21 - $85.55 $37,605 - $42,775
-500 Reduced 6.68%
6,985 $540,000
Q3 2022

Oct 26, 2022

SELL
$68.77 - $89.3 $68,082 - $88,407
-990 Reduced 11.68%
7,485 $522,000
Q2 2022

Jul 07, 2022

BUY
$76.0 - $86.57 $38,000 - $43,285
500 Added 6.27%
8,475 $702,000
Q1 2022

Apr 12, 2022

SELL
$74.37 - $83.52 $2,231 - $2,505
-30 Reduced 0.37%
7,975 $645,000
Q1 2021

Apr 21, 2021

SELL
$66.32 - $71.74 $49,739 - $53,804
-750 Reduced 8.57%
8,005 $566,000
Q2 2020

Aug 14, 2020

SELL
$50.26 - $74.36 $357,348 - $528,699
-7,110 Reduced 44.82%
8,755 $592,000
Q1 2020

May 15, 2020

SELL
$43.86 - $88.27 $2,193 - $4,413
-50 Reduced 0.31%
15,865 $921,000
Q4 2019

Feb 12, 2020

SELL
$76.67 - $93.45 $5,750 - $7,008
-75 Reduced 0.47%
15,915 $1.27 Million
Q3 2019

Nov 13, 2019

BUY
$80.33 - $91.62 $1.28 Million - $1.47 Million
15,990 New
15,990 $1.43 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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

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

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.