Heirloom Wealth Management W. P. Carey Inc. Transaction History
Heirloom Wealth Management
- $308 Million
- Q3 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 3,362 shares of WPC stock, worth $189,482. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,362
Previous 6,896
51.25%
Holding current value
$189,482
Previous $379,000
44.85%
% of portfolio
0.07%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding WPC
# of Institutions
879Shares Held
140MCall Options Held
1MPut Options Held
791K-
Vanguard Group Inc Valley Forge, PA30.6MShares$1.72 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.51 Billion0.03% of portfolio
-
State Street Corp Boston, MA11.8MShares$663 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.57MShares$258 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.18MShares$179 Million0.05% of portfolio
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 ...