Heirloom Wealth Management W. P. Carey Inc. Transaction History
Heirloom Wealth Management
- $279 Million
- Q1 2024
A detailed history of Heirloom Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Heirloom Wealth Management holds 12,453 shares of WPC stock, worth $734,477. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,453
Previous 12,541
0.7%
Holding current value
$734,477
Previous $812,000
13.55%
% of portfolio
0.25%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding WPC
# of Institutions
832Shares Held
147MCall Options Held
1.26MPut Options Held
622K-
Vanguard Group Inc Valley Forge, PA31MShares$1.83 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.58 Billion0.04% of portfolio
-
State Street Corp Boston, MA12.1MShares$712 Million0.03% of portfolio
-
Cohen & Steers, Inc. New York, NY6.76MShares$399 Million0.8% of portfolio
-
Geode Capital Management, LLC Boston, MA4.3MShares$254 Million0.02% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $12.2B
- 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 ...