A detailed history of Private Ocean, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Private Ocean, LLC holds 92 shares of WPC stock, worth $5,109. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92
Previous 178 48.31%
Holding current value
$5,109
Previous $10,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$53.32 - $60.11 $4,585 - $5,169
-86 Reduced 48.31%
92 $5,000
Q1 2023

Apr 20, 2023

BUY
$75.21 - $85.55 $6,468 - $7,357
86 Added 93.48%
178 $13,000
Q2 2020

Jul 24, 2020

SELL
$50.26 - $74.36 $60,563 - $89,603
-1,205 Reduced 92.91%
92 $6,000
Q4 2019

Feb 05, 2020

BUY
$76.67 - $93.45 $92,387 - $112,607
1,205 Added 1309.78%
1,297 $104,000
Q1 2019

May 06, 2019

BUY
$64.14 - $78.88 $5,900 - $7,256
92 New
92 $7,000
Q3 2018

Nov 09, 2018

SELL
$63.87 - $67.94 $12,263 - $13,044
-192 Closed
0 $0
Q2 2018

Aug 09, 2018

BUY
$61.13 - $67.65 $183 - $202
3 Added 1.59%
192 $13,000
Q1 2018

May 11, 2018

BUY
$59.24 - $68.47 $11,196 - $12,940
189 New
189 $11,000

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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