A detailed history of Summit Financial, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 17,980 shares of WPC stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,980
Previous 21,387 15.93%
Holding current value
$1.01 Million
Previous $1.18 Million 4.84%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$54.63 - $63.96 $186,124 - $217,911
-3,407 Reduced 15.93%
17,980 $1.12 Million
Q2 2024

Jul 31, 2024

BUY
$53.32 - $60.11 $615,152 - $693,489
11,537 Added 117.13%
21,387 $1.18 Million
Q1 2024

Apr 24, 2024

BUY
$54.84 - $67.37 $540,174 - $663,594
9,850 New
9,850 $555,000

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 $11.6B
  • 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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