Modern Wealth Management, LLC W. P. Carey Inc. Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,167 shares of WPC stock, worth $575,320. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,167
Previous 8,998
1.88%
Holding current value
$575,320
Previous $501 Million
15.36%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding WPC
# of Institutions
917Shares Held
153MCall Options Held
1.29MPut Options Held
699K-
Vanguard Group Inc Valley Forge, PA30.7MShares$1.93 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.68 Billion0.03% of portfolio
-
State Street Corp Boston, MA12.5MShares$782 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY5.11MShares$321 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.52MShares$284 Million0.02% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $13B
- 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 ...