A detailed history of Doyle Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Doyle Wealth Management holds 4,298 shares of WPC stock, worth $233,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,298
Previous 4,184 2.72%
Holding current value
$233,166
Previous $347,000 13.54%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022

BUY
$68.77 - $89.3 $7,839 - $10,180
114 Added 2.72%
4,298 $300,000
Q2 2022

Aug 10, 2022

BUY
$76.0 - $86.57 $152 - $173
2 Added 0.05%
4,184 $347,000
Q1 2022

May 13, 2022

SELL
$74.37 - $83.52 $2,900 - $3,257
-39 Reduced 0.92%
4,182 $338,000
Q4 2021

Feb 11, 2022

BUY
$74.14 - $83.05 $74 - $83
1 Added 0.02%
4,221 $346,000
Q3 2021

Nov 12, 2021

BUY
$73.04 - $80.69 $3,067 - $3,388
42 Added 1.01%
4,220 $308,000
Q2 2021

Aug 03, 2021

BUY
$70.57 - $78.29 $294,841 - $327,095
4,178 New
4,178 $312,000
Q1 2021

May 07, 2021

SELL
$66.32 - $71.74 $198,296 - $214,502
-2,990 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$61.58 - $71.75 $184,124 - $214,532
2,990 New
2,990 $211,000
Q3 2019

Nov 05, 2019

SELL
$80.33 - $91.62 $116,880 - $133,307
-1,455 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$75.96 - $86.0 $110,521 - $125,130
1,455 New
1,455 $118,000
Q1 2019

May 13, 2019

SELL
$64.14 - $78.88 $92,425 - $113,666
-1,441 Closed
0 $0
Q4 2018

Feb 08, 2019

BUY
$62.88 - $70.58 $90,610 - $101,705
1,441 New
1,441 $94,000

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 $11.2B
  • 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 Doyle Wealth Management Portfolio

Follow Doyle Wealth Management 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 Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.