Summit Trail Advisors, LLC W. P. Carey Inc. Transaction History
Summit Trail Advisors, LLC
- $3 Billion
- Q1 2025
A detailed history of Summit Trail Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 5,261 shares of WPC stock, worth $340,386. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,261
Previous 3,617
45.45%
Holding current value
$340,386
Previous $197,000
68.53%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding WPC
# of Institutions
920Shares Held
153MCall Options Held
1.42MPut Options Held
707K-
Vanguard Group Inc Valley Forge, PA30.7MShares$1.99 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.73 Billion0.03% of portfolio
-
State Street Corp Boston, MA12.5MShares$806 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY5.11MShares$331 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.52MShares$292 Million0.02% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $13.4B
- 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 ...