A detailed history of D.B. Root & Company, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, D.B. Root & Company, LLC holds 4,065 shares of WPC stock, worth $220,526. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,065
Previous 7,631 46.73%
Holding current value
$220,526
Previous $420,000 39.76%
% of portfolio
0.09%
Previous 0.15%

Shares

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

Oct 31, 2024

SELL
$54.63 - $63.96 $194,810 - $228,081
-3,566 Reduced 46.73%
4,065 $253,000
Q2 2024

Jul 15, 2024

SELL
$53.32 - $60.11 $45,215 - $50,973
-848 Reduced 10.0%
7,631 $420,000
Q1 2024

Apr 17, 2024

SELL
$54.84 - $67.37 $305,239 - $374,981
-5,566 Reduced 39.63%
8,479 $478,000
Q4 2023

Jan 16, 2024

SELL
$52.21 - $65.68 $288,982 - $363,538
-5,535 Reduced 28.27%
14,045 $910,000
Q3 2023

Nov 03, 2023

SELL
$54.08 - $73.02 $41,100 - $55,495
-760 Reduced 3.74%
19,580 $1.06 Million
Q2 2023

Jul 18, 2023

SELL
$66.29 - $76.27 $90,021 - $103,574
-1,358 Reduced 6.26%
20,340 $1.37 Million
Q1 2023

Apr 18, 2023

BUY
$75.21 - $85.55 $2,030 - $2,309
27 Added 0.12%
21,698 $1.68 Million
Q4 2022

Jan 27, 2023

BUY
$68.46 - $81.68 $4,312 - $5,145
63 Added 0.29%
21,671 $0
Q3 2022

Oct 26, 2022

BUY
$68.77 - $89.3 $1.07 Million - $1.39 Million
15,562 Added 257.39%
21,608 $1.51 Million
Q2 2022

Jul 21, 2022

SELL
$76.0 - $86.57 $1,900 - $2,164
-25 Reduced 0.41%
6,046 $501,000
Q1 2022

May 06, 2022

SELL
$74.37 - $83.52 $15,692 - $17,622
-211 Reduced 3.36%
6,071 $490,000
Q4 2021

Feb 01, 2022

BUY
$74.14 - $83.05 $19,424 - $21,759
262 Added 4.35%
6,282 $515,000
Q2 2021

Jul 28, 2021

SELL
$70.57 - $78.29 $101,126 - $112,189
-1,433 Reduced 19.23%
6,020 $449,000
Q1 2021

May 04, 2021

SELL
$66.32 - $71.74 $56,504 - $61,122
-852 Reduced 10.26%
7,453 $527,000
Q4 2020

Feb 09, 2021

SELL
$61.58 - $71.75 $31,159 - $36,305
-506 Reduced 5.74%
8,305 $586,000
Q3 2020

Oct 22, 2020

BUY
$63.15 - $73.44 $3,852 - $4,479
61 Added 0.7%
8,811 $574,000
Q2 2020

Aug 06, 2020

SELL
$50.26 - $74.36 $31,161 - $46,103
-620 Reduced 6.62%
8,750 $591,000
Q1 2020

Apr 29, 2020

SELL
$43.86 - $88.27 $115,351 - $232,150
-2,630 Reduced 21.92%
9,370 $544,000
Q4 2019

Jan 14, 2020

SELL
$76.67 - $93.45 $19,014 - $23,175
-248 Reduced 2.02%
12,000 $960,000
Q3 2019

Oct 29, 2019

SELL
$80.33 - $91.62 $77,598 - $88,504
-966 Reduced 7.31%
12,248 $1.1 Million
Q2 2019

Jul 19, 2019

SELL
$75.96 - $86.0 $653,939 - $740,374
-8,609 Reduced 39.45%
13,214 $1.07 Million
Q1 2019

Apr 12, 2019

SELL
$64.14 - $78.88 $40,921 - $50,325
-638 Reduced 2.84%
21,823 $1.71 Million
Q4 2018

Jan 25, 2019

BUY
$62.88 - $70.58 $1.41 Million - $1.59 Million
22,461 New
22,461 $1.47 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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