A detailed history of New Edge Wealth, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 6,843 shares of WPC stock, worth $375,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,843
Previous 6,592 3.81%
Holding current value
$375,338
Previous $362,000 17.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$54.63 - $63.96 $13,712 - $16,053
251 Added 3.81%
6,843 $426,000
Q2 2024

Aug 01, 2024

BUY
$53.32 - $60.11 $49,214 - $55,481
923 Added 16.28%
6,592 $362,000
Q1 2024

May 06, 2024

BUY
$54.84 - $67.37 $6,251 - $7,680
114 Added 2.05%
5,669 $319,000
Q4 2023

Jan 29, 2024

BUY
$52.21 - $65.68 $6,108 - $7,684
117 Added 2.15%
5,555 $360,000
Q3 2023

Nov 08, 2023

BUY
$54.08 - $73.02 $703 - $949
13 Added 0.24%
5,438 $294,000
Q2 2023

Aug 09, 2023

SELL
$66.29 - $76.27 $2,187 - $2,516
-33 Reduced 0.6%
5,425 $366,000
Q1 2023

May 08, 2023

BUY
$75.21 - $85.55 $4,211 - $4,790
56 Added 1.04%
5,458 $422,000
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $135,619 - $161,808
1,981 Added 57.91%
5,402 $422,000
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $235,262 - $305,495
3,421 New
3,421 $239,000

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 $11.3B
  • 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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