Surevest, LLC W. P. Carey Inc. Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Surevest, LLC holds 66,978 shares of WPC stock, worth $3.63 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
66,978
Previous 64,285
4.19%
Holding current value
$3.63 Million
Previous $5.33 Million
12.24%
% of portfolio
1.27%
Previous 1.4%
Shares
6 transactions
Others Institutions Holding WPC
# of Institutions
878Shares Held
139MCall Options Held
1MPut Options Held
791K-
Vanguard Group Inc Valley Forge, PA30.6MShares$1.66 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.45 Billion0.03% of portfolio
-
State Street Corp Boston, MA11.8MShares$639 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.57MShares$248 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.18MShares$173 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 $11.2B
- 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 ...