Loring Wolcott & Coolidge Fiduciary Advisors LLP W. P. Carey Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.5 Billion
  • Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in W. P. Carey Inc. stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 10,000 shares of WPC stock, worth $602,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,000
Previous 10,000 -0.0%
Holding current value
$602,500
Previous $564,000 2.48%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023
SELL
$54.08 - $73.02 $18,928 - $25,557
-350 Reduced 3.38%
10,000 $540,000
Q2 2022

Jul 26, 2022
BUY
$76.0 - $86.57 $26,600 - $30,299
350 Added 3.5%
10,350 $858,000
Q2 2021

Aug 13, 2021
SELL
$70.57 - $78.29 $2,046 - $2,270
-29 Reduced 0.29%
10,000 $746,000
Q1 2021

Apr 14, 2021
BUY
$66.32 - $71.74 $1,923 - $2,080
29 Added 0.29%
10,029 $710,000
Q2 2018

Aug 07, 2018
SELL
$61.13 - $67.65 $12,226 - $13,530
-200 Reduced 1.96%
10,000 $664,000
Q1 2018

Apr 20, 2018
SELL
$59.24 - $68.47 $288,676 - $333,654
-4,873 Reduced 32.33%
10,200 $632,000
Q4 2017

Feb 08, 2018
SELL
$67.77 - $72.32 $40,865 - $43,608
-603 Reduced 3.85%
15,073 $1.04 Million
Q3 2017

Oct 27, 2017
BUY
$65.87 - $69.93 $726,019 - $770,768
11,022 Added 236.83%
15,676 $1.06 Million
Q2 2017

Aug 07, 2017
BUY
N/A
4,654
4,654 $0

Others Institutions Holding WPC

# of Institutions
849
Shares Held
144M
Call Options Held
976K
Put Options Held
645K
View Full List

About W. P. Carey Inc.

WPC Quotes by TradingView
  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $12.5B
  • 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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