A detailed history of Sheets Smith Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 78,201 shares of WPC stock, worth $4.36 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
78,201
Previous 85,112 8.12%
Holding current value
$4.36 Million
Previous $4.69 Million 3.99%
% of portfolio
0.6%
Previous 0.57%

Shares

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

Nov 01, 2024

SELL
$54.63 - $63.96 $377,547 - $442,027
-6,911 Reduced 8.12%
78,201 $4.87 Million
Q2 2024

Jul 30, 2024

SELL
$53.32 - $60.11 $186,620 - $210,385
-3,500 Reduced 3.95%
85,112 $4.69 Million
Q1 2024

May 08, 2024

BUY
$54.84 - $67.37 $251,167 - $308,554
4,580 Added 5.45%
88,612 $5 Million
Q4 2023

Feb 06, 2024

BUY
$52.21 - $65.68 $24,799 - $31,198
475 Added 0.57%
84,032 $5.45 Million
Q3 2023

Oct 23, 2023

BUY
$54.08 - $73.02 $152,505 - $205,916
2,820 Added 3.49%
83,557 $4.52 Million
Q2 2023

Aug 09, 2023

BUY
$66.29 - $76.27 $45,077 - $51,863
680 Added 0.85%
80,737 $5.45 Million
Q1 2023

May 26, 2023

BUY
$75.21 - $85.55 $6.02 Million - $6.84 Million
79,980 Added 103870.13%
80,057 $6.2 Million
Q1 2023

May 12, 2023

SELL
$75.21 - $85.55 $6.02 Million - $6.84 Million
-79,980 Reduced 99.9%
77 $5,000
Q4 2022

Mar 08, 2023

SELL
$68.46 - $81.68 $233,037 - $278,038
-3,404 Reduced 4.08%
80,057 $6.26 Million
Q2 2022

Jul 27, 2022

BUY
$76.0 - $86.57 $152,000 - $173,140
2,000 Added 2.46%
83,461 $6.92 Million
Q1 2022

May 02, 2022

SELL
$74.37 - $83.52 $52,059 - $58,464
-700 Reduced 0.85%
81,461 $6.59 Million
Q4 2021

Jan 20, 2022

BUY
$74.14 - $83.05 $231,168 - $258,949
3,118 Added 3.94%
82,161 $6.74 Million
Q3 2021

Oct 15, 2021

SELL
$73.04 - $80.69 $14,608 - $16,138
-200 Reduced 0.25%
79,043 $5.77 Million
Q2 2021

Aug 03, 2021

BUY
$70.57 - $78.29 $14,113 - $15,658
200 Added 0.25%
79,243 $5.91 Million
Q4 2020

Jan 13, 2021

BUY
$61.58 - $71.75 $10,776 - $12,556
175 Added 0.22%
79,043 $5.58 Million
Q3 2020

Oct 26, 2020

BUY
$63.15 - $73.44 $958,617 - $1.11 Million
15,180 Added 23.83%
78,868 $5.14 Million
Q2 2020

Jul 17, 2020

SELL
$50.26 - $74.36 $84,436 - $124,924
-1,680 Reduced 2.57%
63,688 $4.31 Million
Q1 2020

Apr 28, 2020

BUY
$43.86 - $88.27 $52,149 - $104,953
1,189 Added 1.85%
65,368 $3.8 Million
Q4 2019

Jan 24, 2020

SELL
$76.67 - $93.45 $1,073 - $1,308
-14 Reduced 0.02%
64,179 $5.14 Million
Q3 2019

Oct 28, 2019

BUY
$80.33 - $91.62 $883 - $1,007
11 Added 0.02%
64,193 $5.75 Million
Q2 2019

Jul 12, 2019

BUY
$75.96 - $86.0 $13,748 - $15,566
181 Added 0.28%
64,182 $5.21 Million
Q1 2019

May 13, 2019

BUY
$64.14 - $78.88 $193,253 - $237,665
3,013 Added 4.94%
64,001 $5.01 Million
Q4 2018

Jan 11, 2019

BUY
$62.88 - $70.58 $817 - $917
13 Added 0.02%
60,988 $3.99 Million
Q3 2018

Oct 15, 2018

BUY
$63.87 - $67.94 $86,032 - $91,515
1,347 Added 2.26%
60,975 $3.92 Million
Q2 2018

Jul 26, 2018

BUY
$61.13 - $67.65 $97,502 - $107,901
1,595 Added 2.75%
59,628 $3.96 Million
Q1 2018

Apr 09, 2018

SELL
$59.24 - $68.47 $5,094 - $5,888
-86 Reduced 0.15%
58,033 $3.6 Million
Q4 2017

Jan 12, 2018

BUY
$67.77 - $72.32 $3.94 Million - $4.2 Million
58,119
58,119 $4 Million

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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