Demars Financial Group, LLC W. P. Carey Inc. Transaction History

Demars Financial Group, LLC

$3.5 Billion
Q1 2025

A detailed history of Demars Financial Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Demars Financial Group, LLC holds 1,060,816 shares of WPC stock, worth $66.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

1,060,816

Previous 998,292 6.26%

Holding current value

$66.2 Million

Previous $18.3 Million 8.27%

% of portfolio

0.48%

Previous 0.59%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$53.5 - $65.05 $3.35 Million - $4.07 Million	62,524 Added 6.26%	1,060,816 $16.8 Million
Q4 2024 Feb 13, 2025	BUY	$53.44 - $61.33 $52.8 Million - $60.6 Million	988,409 Added 10001.1%	998,292 $18.3 Million
Q3 2024 Nov 01, 2024	BUY	$54.63 - $63.96 $11,800 - $13,815	216 Added 2.23%	9,883 $615,000
Q2 2024 Jul 19, 2024	BUY	$53.32 - $60.11 $23,674 - $26,688	444 Added 4.81%	9,667 $532,000
Q1 2024 Apr 24, 2024	BUY	$54.84 - $67.37 $505,789 - $621,353	9,223 New	9,223 $520,000
Q3 2023 Oct 18, 2023	BUY	$54.08 - $73.02 $504,782 - $681,568	9,334 Added 13.96%	76,214 $4.12 Million
Q2 2023 Jul 20, 2023	BUY	$66.29 - $76.27 $14,915 - $17,160	225 Added 0.34%	66,880 $4.52 Million
Q1 2023 Apr 20, 2023	SELL	$75.21 - $85.55 $144,102 - $163,913	-1,916 Reduced 2.79%	66,655 $5.16 Million
Q4 2022 Feb 13, 2023	BUY	$68.46 - $81.68 $205,859 - $245,611	3,007 Added 4.59%	68,571 $5.36 Million
Q3 2022 Oct 21, 2022	SELL	$68.77 - $89.3 $454,638 - $590,362	-6,611 Reduced 9.16%	65,564 $4.58 Million
Q2 2022 Jul 22, 2022	SELL	$76.0 - $86.57 $69,236 - $78,865	-911 Reduced 1.25%	72,175 $5.98 Million
Q1 2022 Apr 27, 2022	BUY	$74.37 - $83.52 $853,172 - $958,141	11,472 Added 18.62%	73,086 $5.91 Million
Q4 2021 Feb 02, 2022	BUY	$74.14 - $83.05 $171,115 - $191,679	2,308 Added 3.89%	61,614 $5.06 Million
Q3 2021 Oct 15, 2021	BUY	$73.04 - $80.69 $3.89 Million - $4.3 Million	53,258 Added 880.59%	59,306 $4.33 Million
Q2 2021 Jul 16, 2021	BUY	$70.57 - $78.29 $15,525 - $17,223	220 Added 3.77%	6,048 $451,000
Q1 2021 Apr 13, 2021	BUY	$66.32 - $71.74 $162,815 - $176,121	2,455 Added 72.78%	5,828 $412,000
Q4 2020 Jan 25, 2021	BUY	$61.58 - $71.75 $87,936 - $102,459	1,428 Added 73.42%	3,373 $238,000
Q2 2020 Aug 11, 2020	BUY	$50.26 - $74.36 $97,755 - $144,630	1,945 New	1,945 $132,000

Others Institutions Holding WPC

# of Institutions

899

Shares Held

146M

Call Options Held

934K

Put Options Held

811K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $12.9B
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 ...

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Demars Financial Group, LLC W. P. Carey Inc. Transaction History