A detailed history of Investmark Advisory Group LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Investmark Advisory Group LLC holds 34,425 shares of WPC stock, worth $1.95 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
34,425
Previous 33,171 3.78%
Holding current value
$1.95 Million
Previous $1.83 Million 17.47%
% of portfolio
1.06%
Previous 0.99%

Shares

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

Nov 14, 2024

BUY
$54.63 - $63.96 $68,506 - $80,205
1,254 Added 3.78%
34,425 $2.15 Million
Q2 2024

Aug 14, 2024

BUY
$53.32 - $60.11 $18,555 - $20,918
348 Added 1.06%
33,171 $1.83 Million
Q1 2024

May 17, 2024

BUY
$54.84 - $67.37 $4,167 - $5,120
76 Added 0.23%
32,823 $1.85 Million
Q4 2023

Feb 14, 2024

BUY
$52.21 - $65.68 $9,919 - $12,479
190 Added 0.58%
32,747 $2.12 Million
Q2 2023

Aug 14, 2023

BUY
$66.29 - $76.27 $55,617 - $63,990
839 Added 2.65%
32,557 $2.2 Million
Q1 2023

May 15, 2023

BUY
$75.21 - $85.55 $152,751 - $173,752
2,031 Added 6.84%
31,718 $2.46 Million
Q4 2022

Jan 24, 2023

BUY
$68.46 - $81.68 $71,677 - $85,518
1,047 Added 3.66%
29,687 $0
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $90,157 - $117,072
1,311 Added 4.8%
28,640 $2 Million
Q2 2022

Jul 15, 2022

BUY
$76.0 - $86.57 $43,016 - $48,998
566 Added 2.11%
27,329 $2.26 Million
Q1 2022

May 03, 2022

BUY
$74.37 - $83.52 $133,494 - $149,918
1,795 Added 7.19%
26,763 $2.16 Million
Q4 2021

May 03, 2022

BUY
$74.14 - $83.05 $1.85 Million - $2.07 Million
24,968 New
24,968 $2.05 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 $11.7B
  • 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 ...
More about WPC
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