A detailed history of Hbw Advisory Services LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Hbw Advisory Services LLC holds 4,172 shares of WPC stock, worth $234,591. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,172
Previous 5,462 23.62%
Holding current value
$234,591
Previous $300,000 13.67%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 04, 2024

SELL
$54.63 - $63.96 $70,472 - $82,508
-1,290 Reduced 23.62%
4,172 $259,000
Q2 2024

Jul 05, 2024

SELL
$53.32 - $60.11 $1.49 Million - $1.68 Million
-27,921 Reduced 83.64%
5,462 $300,000
Q4 2023

Jan 16, 2024

SELL
$52.21 - $65.68 $16,185 - $20,360
-310 Reduced 0.92%
33,383 $2.16 Million
Q3 2023

Oct 11, 2023

BUY
$54.08 - $73.02 $813,471 - $1.1 Million
15,042 Added 80.65%
33,693 $1.82 Million
Q2 2023

Jul 05, 2023

BUY
$66.29 - $76.27 $73,383 - $84,430
1,107 Added 6.31%
18,651 $1.26 Million
Q1 2023

Apr 07, 2023

BUY
$75.21 - $85.55 $173,810 - $197,706
2,311 Added 15.17%
17,544 $1.36 Million
Q3 2022

Oct 05, 2022

BUY
$68.77 - $89.3 $40,849 - $53,044
594 Added 4.06%
15,233 $1.06 Million
Q2 2022

Jul 13, 2022

BUY
$76.0 - $86.57 $666,520 - $759,218
8,770 Added 149.43%
14,639 $1.21 Million
Q1 2022

Apr 18, 2022

BUY
$74.37 - $83.52 $52,877 - $59,382
711 Added 13.78%
5,869 $474,000
Q4 2021

Jan 11, 2022

SELL
$74.14 - $83.05 $63,982 - $71,672
-863 Reduced 14.33%
5,158 $423,000
Q3 2021

Oct 08, 2021

BUY
$73.04 - $80.69 $202,686 - $223,914
2,775 Added 85.49%
6,021 $439,000
Q2 2021

Jul 15, 2021

BUY
$70.57 - $78.29 $229,070 - $254,129
3,246 New
3,246 $242,000

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 $11.6B
  • 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 Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services 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 Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.