Jeppson Wealth Management, LLC W. P. Carey Inc. Transaction History
Jeppson Wealth Management, LLC
- $279 Million
- Q3 2024
A detailed history of Jeppson Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 22,085 shares of WPC stock, worth $1.26 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,085
Previous 21,605
2.22%
Holding current value
$1.26 Million
Previous $1.19 Million
15.73%
% of portfolio
0.49%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding WPC
# of Institutions
877Shares Held
140MCall Options Held
1MPut Options Held
791K-
Vanguard Group Inc Valley Forge, PA30.6MShares$1.75 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.53 Billion0.03% of portfolio
-
State Street Corp Boston, MA11.8MShares$672 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.57MShares$261 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.18MShares$182 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 $11.8B
- 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 ...