A detailed history of Wcg Wealth Advisors LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 16,797 shares of WPC stock, worth $954,909. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,797
Previous 20,849 19.43%
Holding current value
$954,909
Previous $1.15 Million 8.89%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Nov 13, 2024

SELL
$54.63 - $63.96 $221,360 - $259,165
-4,052 Reduced 19.43%
16,797 $1.05 Million
Q2 2024

Aug 12, 2024

SELL
$53.32 - $60.11 $16,049 - $18,093
-301 Reduced 1.42%
20,849 $1.15 Million
Q1 2024

May 13, 2024

BUY
$54.84 - $67.37 $19,303 - $23,714
352 Added 1.69%
21,150 $1.19 Million
Q4 2023

Feb 08, 2024

SELL
$52.21 - $65.68 $95,178 - $119,734
-1,823 Reduced 8.06%
20,798 $1.35 Million
Q3 2023

Nov 09, 2023

BUY
$54.08 - $73.02 $1.22 Million - $1.65 Million
22,621 New
22,621 $1.22 Million

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 $11.8B
  • 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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