A detailed history of Naviter Wealth, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 22,321 shares of WPC stock, worth $1.24 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,321
Previous 19,242 16.0%
Holding current value
$1.24 Million
Previous $1.06 Million 31.26%
% of portfolio
0.2%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$54.63 - $63.96 $168,205 - $196,932
3,079 Added 16.0%
22,321 $1.39 Million
Q2 2024

Aug 01, 2024

BUY
$53.32 - $60.11 $60,038 - $67,683
1,126 Added 6.22%
19,242 $1.06 Million
Q1 2024

Apr 18, 2024

BUY
$54.84 - $67.37 $147,574 - $181,292
2,691 Added 17.45%
18,116 $1.02 Million
Q4 2023

Feb 05, 2024

BUY
$52.21 - $65.68 $91,471 - $115,071
1,752 Added 12.81%
15,425 $999,000
Q3 2023

Nov 14, 2023

BUY
$54.08 - $73.02 $190,091 - $256,665
3,515 Added 34.6%
13,673 $739,000
Q2 2023

Jul 20, 2023

BUY
$66.29 - $76.27 $61,318 - $70,549
925 Added 10.02%
10,158 $686,000
Q1 2023

Apr 12, 2023

BUY
$75.21 - $85.55 $185,242 - $210,709
2,463 Added 36.38%
9,233 $715,000
Q4 2022

Jan 31, 2023

BUY
$68.46 - $81.68 $110,699 - $132,076
1,617 Added 31.38%
6,770 $529,000
Q3 2022

Oct 27, 2022

BUY
$68.77 - $89.3 $354,371 - $460,162
5,153 New
5,153 $365,000

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 $11.5B
  • 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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