A detailed history of Wealth Enhancement Advisory Services, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 145,388 shares of WPC stock, worth $8.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
145,388
Previous 143,405 1.38%
Holding current value
$8.19 Million
Previous $7.89 Million 14.76%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

BUY
$54.63 - $63.96 $108,331 - $126,832
1,983 Added 1.38%
145,388 $9.06 Million
Q2 2024

Jul 16, 2024

BUY
$53.32 - $60.11 $279,610 - $315,216
5,244 Added 3.8%
143,405 $7.89 Million
Q1 2024

Apr 15, 2024

SELL
$54.84 - $67.37 $444,916 - $546,572
-8,113 Reduced 5.55%
138,161 $7.8 Million
Q4 2023

Jan 30, 2024

SELL
$52.21 - $65.68 $40,776 - $51,296
-781 Reduced 0.53%
146,274 $9.48 Million
Q3 2023

Nov 13, 2023

BUY
$54.08 - $73.02 $5.65 Million - $7.63 Million
104,498 Added 245.55%
147,055 $7.95 Million
Q2 2023

Jul 21, 2023

SELL
$66.29 - $76.27 $211,730 - $243,606
-3,194 Reduced 6.98%
42,557 $2.88 Million
Q1 2023

Apr 25, 2023

BUY
$75.21 - $85.55 $3.44 Million - $3.91 Million
45,751 New
45,751 $3.54 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 $11.7B
  • 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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