A detailed history of Ever Source Wealth Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 23,677 shares of WPC stock, worth $1.33 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
23,677
Previous 22,819 3.76%
Holding current value
$1.33 Million
Previous $1.26 Million 17.44%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 08, 2024

BUY
$54.63 - $63.96 $46,872 - $54,877
858 Added 3.76%
23,677 $1.48 Million
Q2 2024

Aug 13, 2024

BUY
$53.32 - $60.11 $498,701 - $562,208
9,353 Added 69.46%
22,819 $1.26 Million
Q1 2024

Jun 11, 2024

BUY
$54.84 - $67.37 $640,202 - $786,477
11,674 Added 651.45%
13,466 $760,000
Q4 2023

Feb 09, 2024

BUY
$52.21 - $65.68 $42,655 - $53,660
817 Added 83.79%
1,792 $116,000
Q3 2023

Nov 03, 2023

BUY
$54.08 - $73.02 $2,920 - $3,943
54 Added 5.86%
975 $52,000
Q2 2023

Aug 04, 2023

SELL
$66.29 - $76.27 $3,380 - $3,889
-51 Reduced 5.25%
921 $62,000
Q1 2023

May 11, 2023

SELL
$75.21 - $85.55 $475,778 - $541,189
-6,326 Reduced 86.68%
972 $75,000
Q4 2022

Feb 09, 2023

BUY
$68.46 - $81.68 $451,972 - $539,251
6,602 Added 948.56%
7,298 $570,000
Q3 2022

Nov 07, 2022

BUY
$68.77 - $89.3 $47,863 - $62,152
696 New
696 $49,000

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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.