Wealth Plan Investment Management, LLC W. P. Carey Inc. Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 8,746 shares of WPC stock, worth $494,936. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,746
Previous 17,693
50.57%
Holding current value
$494,936
Previous $973,000
44.09%
% of portfolio
0.06%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding WPC
# of Institutions
877Shares Held
140MCall Options Held
1MPut Options Held
791K-
Vanguard Group Inc Valley Forge, PA30.6MShares$1.73 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.52 Billion0.03% of portfolio
-
State Street Corp Boston, MA11.8MShares$666 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.57MShares$259 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.18MShares$180 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 $11.7B
- 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 ...