A detailed history of Ritholtz Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Ritholtz Wealth Management holds 3,246 shares of WPC stock, worth $186,677. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,246
Holding current value
$186,677
% of portfolio
0.01%

Shares

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

Oct 10, 2024

BUY
$54.63 - $63.96 $177,328 - $207,614
3,246 New
3,246 $202,000
Q4 2023

Jan 18, 2024

BUY
$52.21 - $65.68 $167,385 - $210,570
3,206 New
3,206 $207,000
Q2 2023

Jul 14, 2023

BUY
$66.29 - $76.27 $63,638 - $73,219
960 Added 36.85%
3,565 $240,000
Q1 2023

Apr 19, 2023

SELL
$75.21 - $85.55 $45,878 - $52,185
-610 Reduced 18.97%
2,605 $201,000
Q4 2022

Jan 18, 2023

SELL
$68.46 - $81.68 $145,477 - $173,570
-2,125 Reduced 39.79%
3,215 $0
Q3 2022

Oct 18, 2022

BUY
$68.77 - $89.3 $367,231 - $476,862
5,340 New
5,340 $373,000
Q3 2021

Oct 14, 2021

SELL
$73.04 - $80.69 $309,105 - $341,480
-4,232 Closed
0 $0
Q2 2021

Jul 20, 2021

BUY
$70.57 - $78.29 $298,652 - $331,323
4,232 New
4,232 $316,000
Q1 2020

Apr 09, 2020

SELL
$43.86 - $88.27 $164,957 - $331,983
-3,761 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$76.67 - $93.45 $83,876 - $102,234
1,094 Added 41.02%
3,761 $301,000
Q1 2019

Apr 12, 2019

BUY
$64.14 - $78.88 $171,061 - $210,372
2,667 New
2,667 $209,000

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 $11.9B
  • 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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