A detailed history of Venturi Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 238 shares of WPC stock, worth $13,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares
238
Previous 207 14.98%
Holding current value
$13,218
Previous $11,000 27.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$54.63 - $63.96 $1,693 - $1,982
31 Added 14.98%
238 $14,000
Q2 2024

Jul 19, 2024

BUY
$53.32 - $60.11 $4,692 - $5,289
88 Added 73.95%
207 $11,000
Q1 2024

Apr 23, 2024

BUY
$54.84 - $67.37 $2,796 - $3,435
51 Added 75.0%
119 $6,000
Q4 2023

Jan 23, 2024

BUY
$52.21 - $65.68 $522 - $656
10 Added 17.24%
68 $4,000
Q3 2023

Nov 02, 2023

BUY
$54.08 - $73.02 $3,136 - $4,235
58 New
58 $3,000

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 $11.5B
  • 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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