A detailed history of Envestnet Portfolio Solutions, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 13,488 shares of WPC stock, worth $760,183. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,488
Previous 13,468 0.15%
Holding current value
$760,183
Previous $741,000 13.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024

BUY
$54.63 - $63.96 $1,092 - $1,279
20 Added 0.15%
13,488 $840,000
Q2 2024

Jul 16, 2024

SELL
$53.32 - $60.11 $36,844 - $41,536
-691 Reduced 4.88%
13,468 $741,000
Q1 2024

May 06, 2024

BUY
$54.84 - $67.37 $69,921 - $85,896
1,275 Added 9.9%
14,159 $799,000
Q4 2023

Feb 07, 2024

BUY
$52.21 - $65.68 $81,343 - $102,329
1,558 Added 13.76%
12,884 $835,000
Q3 2023

Nov 13, 2023

BUY
$54.08 - $73.02 $612,510 - $827,024
11,326 New
11,326 $612,000

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 $11.7B
  • 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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.