A detailed history of Montag A & Associates Inc transactions in W. P. Carey Inc. stock. As of the latest transaction made, Montag A & Associates Inc holds 570 shares of WPC stock, worth $30,922. This represents 0.0% of its overall portfolio holdings.

Number of Shares
570
Previous 570 -0.0%
Holding current value
$30,922
Previous $31,000 12.9%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$54.84 - $67.37 $16,452 - $20,211
-300 Reduced 34.48%
570 $32,000
Q4 2023

Feb 07, 2024

BUY
$52.21 - $65.68 $15,663 - $19,704
300 Added 52.63%
870 $56,000
Q4 2020

Feb 12, 2021

BUY
$61.58 - $71.75 $35,100 - $40,897
570 New
570 $40,000

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 $11.2B
  • 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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