A detailed history of Spire Wealth Management transactions in W. P. Carey Inc. stock. As of the latest transaction made, Spire Wealth Management holds 2,055 shares of WPC stock, worth $113,107. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,055
Previous 2,040 0.74%
Holding current value
$113,107
Previous $132,000 12.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 24, 2024

BUY
$54.84 - $67.37 $822 - $1,010
15 Added 0.74%
2,055 $115,000
Q3 2023

Nov 08, 2023

SELL
$54.08 - $73.02 $4,542 - $6,133
-84 Reduced 3.95%
2,040 $110,000
Q2 2023

Aug 09, 2023

BUY
$66.29 - $76.27 $66 - $76
1 Added 0.05%
2,124 $143,000
Q1 2023

May 09, 2023

BUY
$75.21 - $85.55 $106,873 - $121,566
1,421 Added 202.42%
2,123 $164,000
Q4 2022

Feb 03, 2023

BUY
$68.46 - $81.68 $68 - $81
1 Added 0.14%
702 $55,000
Q3 2022

Nov 07, 2022

SELL
$68.77 - $89.3 $58,592 - $76,083
-852 Reduced 54.86%
701 $49,000
Q2 2022

Jul 22, 2022

SELL
$76.0 - $86.57 $114,608 - $130,547
-1,508 Reduced 49.26%
1,553 $129,000
Q1 2022

Apr 18, 2022

SELL
$74.37 - $83.52 $371 - $417
-5 Reduced 0.16%
3,061 $248,000
Q4 2021

Jan 14, 2022

SELL
$74.14 - $83.05 $29,730 - $33,303
-401 Reduced 11.57%
3,066 $252,000
Q3 2021

Oct 22, 2021

SELL
$73.04 - $80.69 $21,035 - $23,238
-288 Reduced 7.67%
3,467 $253,000
Q1 2021

May 21, 2021

BUY
$66.32 - $71.74 $249,031 - $269,383
3,755 New
3,755 $266,000

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
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