A detailed history of Insight Wealth Partners, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 3,820 shares of WPC stock, worth $213,041. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,820
Previous 5,121 25.41%
Holding current value
$213,041
Previous $281,000 15.3%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$54.63 - $63.96 $71,073 - $83,211
-1,301 Reduced 25.41%
3,820 $238,000
Q2 2024

Jul 18, 2024

SELL
$53.32 - $60.11 $162,945 - $183,696
-3,056 Reduced 37.37%
5,121 $281,000
Q1 2024

May 10, 2024

SELL
$54.84 - $67.37 $18,371 - $22,568
-335 Reduced 3.94%
8,177 $461,000
Q4 2023

Feb 13, 2024

SELL
$52.21 - $65.68 $38,113 - $47,946
-730 Reduced 7.9%
8,512 $551,000
Q1 2023

May 12, 2023

SELL
$75.21 - $85.55 $44,373 - $50,474
-590 Reduced 6.0%
9,242 $715,000
Q2 2022

Jul 13, 2022

SELL
$76.0 - $86.57 $13,832 - $15,755
-182 Reduced 1.82%
9,832 $815,000
Q2 2021

Jul 14, 2021

SELL
$70.57 - $78.29 $47,423 - $52,610
-672 Reduced 6.29%
10,014 $747,000
Q1 2021

Apr 20, 2021

SELL
$66.32 - $71.74 $19,697 - $21,306
-297 Reduced 2.7%
10,686 $756,000
Q1 2020

May 07, 2020

SELL
$43.86 - $88.27 $5,263 - $10,592
-120 Reduced 1.08%
10,983 $638,000
Q4 2019

Mar 16, 2020

BUY
$76.67 - $93.45 $851,267 - $1.04 Million
11,103 New
11,103 $889,000

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 $11.5B
  • 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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