A detailed history of Oppenheimer Asset Management Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 6,625 shares of WPC stock, worth $364,507. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,625
Previous 8,573 22.72%
Holding current value
$364,507
Previous $555,000 32.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 06, 2024

SELL
$54.84 - $67.37 $106,828 - $131,236
-1,948 Reduced 22.72%
6,625 $373,000
Q4 2023

Feb 13, 2024

BUY
$52.21 - $65.68 $190,723 - $239,929
3,653 Added 74.25%
8,573 $555,000
Q3 2023

Nov 07, 2023

BUY
$54.08 - $73.02 $266,073 - $359,258
4,920 New
4,920 $266,000
Q1 2021

May 17, 2021

SELL
$66.32 - $71.74 $338,165 - $365,802
-5,099 Closed
0 $0
Q4 2020

Feb 11, 2021

SELL
$61.58 - $71.75 $136,584 - $159,141
-2,218 Reduced 30.31%
5,099 $360,000
Q3 2020

Nov 13, 2020

SELL
$63.15 - $73.44 $11,240 - $13,072
-178 Reduced 2.37%
7,317 $477,000
Q2 2020

Aug 11, 2020

BUY
$50.26 - $74.36 $376,698 - $557,328
7,495 New
7,495 $507,000

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 $11.4B
  • 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
Track This Portfolio

Track Oppenheimer Asset Management Inc. Portfolio

Follow Oppenheimer Asset Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oppenheimer Asset Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer Asset Management Inc. with notifications on news.