A detailed history of Hb Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,534 shares of WPC stock, worth $751,037. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,534
Previous 12,419 0.93%
Holding current value
$751,037
Previous $683,000 14.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$54.63 - $63.96 $6,282 - $7,355
115 Added 0.93%
12,534 $780,000
Q2 2024

Jul 26, 2024

BUY
$53.32 - $60.11 $471,508 - $531,552
8,843 Added 247.29%
12,419 $683,000
Q1 2024

Apr 30, 2024

BUY
$54.84 - $67.37 $11,406 - $14,012
208 Added 6.18%
3,576 $201,000
Q4 2023

Jan 16, 2024

BUY
$52.21 - $65.68 $175,843 - $221,210
3,368 New
3,368 $218,000
Q2 2022

Jul 15, 2022

SELL
$76.0 - $86.57 $52,136 - $59,387
-686 Reduced 18.25%
3,072 $255,000
Q1 2022

May 16, 2022

BUY
$74.37 - $83.52 $279,482 - $313,868
3,758 New
3,758 $304,000

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 $12.4B
  • 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
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