A detailed history of Monterey Private Wealth, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,953 shares of WPC stock, worth $225,716. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,953
Previous 3,953 -0.0%
Holding current value
$225,716
Previous $217,000 13.36%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$52.21 - $65.68 $4,333 - $5,451
83 Added 2.14%
3,953 $256,000
Q3 2023

Oct 10, 2023

SELL
$54.08 - $73.02 $6,111 - $8,251
-113 Reduced 2.84%
3,870 $209,000
Q4 2022

Jan 20, 2023

BUY
$68.46 - $81.68 $7,735 - $9,229
113 Added 2.92%
3,983 $0
Q4 2019

Feb 24, 2021

BUY
$76.67 - $93.45 $296,712 - $361,651
3,870 New
3,870 $310,000

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 $11.8B
  • 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 ...
More about WPC
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