Wealth Plan Investment Management, LLC W. P. Carey Inc. Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 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 180,923 shares of WPC stock, worth $11 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
180,923
Previous 154,911
16.79%
Holding current value
$11 Million
Previous $10 Million
1.71%
% of portfolio
1.73%
Previous 1.67%
Shares
10 transactions
Others Institutions Holding WPC
# of Institutions
833Shares Held
147MCall Options Held
1.26MPut Options Held
622K-
Vanguard Group Inc Valley Forge, PA31MShares$1.88 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.63 Billion0.04% of portfolio
-
State Street Corp Boston, MA12.1MShares$732 Million0.03% of portfolio
-
Cohen & Steers, Inc. New York, NY6.76MShares$410 Million0.8% of portfolio
-
Geode Capital Management, LLC Boston, MA4.3MShares$261 Million0.02% of portfolio
About W. P. Carey Inc.
- Ticker WPC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Diversified
- Shares Outstandng 206,708,992
- Market Cap $12.5B
- 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 ...