A detailed history of Hbk Sorce Advisory LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 16,878 shares of WPC stock, worth $929,640. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,878
Previous 14,763 14.33%
Holding current value
$929,640
Previous $812,000 29.43%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$54.63 - $63.96 $115,542 - $135,275
2,115 Added 14.33%
16,878 $1.05 Million
Q2 2024

Aug 08, 2024

BUY
$53.32 - $60.11 $4,532 - $5,109
85 Added 0.58%
14,763 $812,000
Q1 2024

May 09, 2024

BUY
$54.84 - $67.37 $8,171 - $10,038
149 Added 1.03%
14,678 $828,000
Q4 2023

Jan 25, 2024

BUY
$52.21 - $65.68 $418,619 - $526,622
8,018 Added 123.15%
14,529 $941,000
Q3 2023

Nov 06, 2023

SELL
$54.08 - $73.02 $174,624 - $235,781
-3,229 Reduced 33.15%
6,511 $352,000
Q2 2023

Aug 04, 2023

SELL
$66.29 - $76.27 $327,340 - $376,621
-4,938 Reduced 33.64%
9,740 $658,000
Q1 2023

Aug 15, 2023

SELL
$75.21 - $85.55 $368,528 - $419,195
-4,900 Reduced 50.31%
4,840 $374,000
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $1.1 Million - $1.26 Million
14,678 New
14,678 $1.71 Million

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
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