Summit Wealth Group, LLC W. P. Carey Inc. Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,047 shares of WPC stock, worth $275,566. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,047
Previous 5,047
-0.0%
Holding current value
$275,566
Previous $278,000
12.95%
% of portfolio
0.09%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding WPC
# of Institutions
878Shares Held
139MCall Options Held
1MPut Options Held
791K-
Vanguard Group Inc Valley Forge, PA30.6MShares$1.67 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.46 Billion0.03% of portfolio
-
State Street Corp Boston, MA11.8MShares$643 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.57MShares$250 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.18MShares$174 Million0.05% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $11.3B
- 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 ...