Sheets Smith Wealth Management W. P. Carey Inc. Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

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 95,715 shares of WPC stock, worth $5.8 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

95,715

Previous 95,648 0.07%

Holding current value

$5.8 Million

Previous $5.21 Million 15.93%

% of portfolio

0.77%

Previous 0.65%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$53.5 - $65.05 $3,584 - $4,358	67 Added 0.07%	95,715 $6.04 Million
Q4 2024 Jan 17, 2025	BUY	$53.44 - $61.33 $932,367 - $1.07 Million	17,447 Added 22.31%	95,648 $5.21 Million
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

# of Institutions

887

Shares Held

146M

Call Options Held

934K

Put Options Held

811K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $12.5B
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 ...

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Sheets Smith Wealth Management W. P. Carey Inc. Transaction History