A detailed history of Evergreen Capital Management LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Evergreen Capital Management LLC holds 8,326 shares of WPC stock, worth $460,094. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,326
Previous 9,087 8.37%
Holding current value
$460,094
Previous $500,000 3.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$54.63 - $63.96 $41,573 - $48,673
-761 Reduced 8.37%
8,326 $518,000
Q2 2024

Aug 14, 2024

BUY
$53.32 - $60.11 $201,442 - $227,095
3,778 Added 71.16%
9,087 $500,000
Q1 2024

May 15, 2024

SELL
$54.84 - $67.37 $6,525 - $8,017
-119 Reduced 2.19%
5,309 $299,000
Q4 2023

Feb 14, 2024

BUY
$52.21 - $65.68 $283,395 - $356,511
5,428 New
5,428 $351,000
Q2 2023

Aug 14, 2023

SELL
$66.29 - $76.27 $242,820 - $279,377
-3,663 Reduced 44.24%
4,617 $311,000
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $75 - $85
1 Added 0.01%
8,280 $641,000
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $334,358 - $398,925
4,884 Added 143.86%
8,279 $647,000
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $233,474 - $303,173
3,395 New
3,395 $237,000
Q2 2022

Aug 15, 2022

SELL
$76.0 - $86.57 $6.32 Million - $7.19 Million
-83,098 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$74.37 - $83.52 $6.18 Million - $6.94 Million
83,098 New
83,098 $6.72 Million
Q2 2020

Aug 14, 2020

SELL
$50.26 - $74.36 $221,596 - $327,853
-4,409 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$43.86 - $88.27 $6,886 - $13,858
-157 Reduced 3.44%
4,409 $256,000
Q4 2019

Feb 14, 2020

SELL
$76.67 - $93.45 $36,801 - $44,856
-480 Reduced 9.51%
4,566 $365,000
Q4 2018

Feb 14, 2019

BUY
$62.88 - $70.58 $30,748 - $34,513
489 Added 10.73%
5,046 $330,000
Q2 2018

Aug 13, 2018

SELL
$61.13 - $67.65 $2,689 - $2,976
-44 Reduced 0.96%
4,557 $302,000
Q1 2018

May 10, 2018

BUY
$59.24 - $68.47 $272,563 - $315,030
4,601 New
4,601 $285,000

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 $11.4B
  • 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 Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management 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 Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.