Wealth Plan Partners, LLC W. P. Carey Inc. Transaction History

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,972 shares of WPC stock, worth $443,907. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,972
Previous 9,661 27.83%
Holding current value
$443,907
Previous $610 Million 99.93%
% of portfolio
0.08%
Previous 0.09%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$56.12 - $64.53 $150,906 - $173,521
-2,689 Reduced 27.83%
6,972 $434,000
Q1 2025

May 09, 2025
BUY
$53.5 - $65.05 $19,741 - $24,003
369 Added 3.97%
9,661 $610 Million
Q4 2024

Jan 30, 2025
SELL
$53.44 - $61.33 $199,972 - $229,496
-3,742 Reduced 28.71%
9,292 $506 Million
Q3 2024

Nov 05, 2024
SELL
$54.63 - $63.96 $449,277 - $526,007
-8,224 Reduced 38.69%
13,034 $812 Million
Q2 2024

Aug 09, 2024
SELL
$53.32 - $60.11 $4.23 Million - $4.77 Million
-79,387 Reduced 78.88%
21,258 $1.17 Billion
Q1 2024

May 07, 2024
SELL
$54.84 - $67.37 $1.37 Million - $1.68 Million
-24,934 Reduced 19.86%
100,645 $5.68 Billion
Q4 2023

Jan 05, 2024
SELL
$52.21 - $65.68 $305,010 - $383,702
-5,842 Reduced 4.45%
125,579 $8.14 Billion
Q3 2023

Nov 01, 2023
BUY
$54.08 - $73.02 $3.49 Million - $4.71 Million
64,450 Added 96.24%
131,421 $7.11 Billion
Q2 2023

Jul 31, 2023
SELL
$66.29 - $76.27 $4.52 Million - $5.2 Million
-68,126 Reduced 50.43%
66,971 $4.52 Billion
Q1 2023

May 10, 2023
SELL
$75.21 - $85.55 $10.7 Million - $12.2 Million
-142,250 Reduced 51.29%
135,097 $10.5 Billion
Q4 2022

Feb 16, 2023
BUY
$68.46 - $81.68 $4.33 Million - $5.17 Million
63,270 Added 29.55%
277,347 $23.2 Billion
Q1 2022

May 03, 2022
BUY
$74.37 - $83.52 $940,631 - $1.06 Million
12,648 Added 6.28%
214,077 $17.3 Million
Q4 2021

Feb 01, 2022
BUY
$74.14 - $83.05 $490,955 - $549,957
6,622 Added 3.4%
201,429 $15.6 Million
Q3 2021

Dec 09, 2021
BUY
$73.04 - $80.69 $539,984 - $596,541
7,393 Added 3.94%
194,807 $14.2 Million
Q2 2021

Aug 19, 2021
BUY
$70.57 - $78.29 $1.34 Million - $1.49 Million
19,056 Added 11.32%
187,414 $14.6 Million
Q1 2021

May 11, 2021
BUY
$66.32 - $71.74 $974,970 - $1.05 Million
14,701 Added 9.57%
168,358 $12.7 Million
Q4 2020

Feb 09, 2021
BUY
$61.58 - $71.75 $940,880 - $1.1 Million
15,279 Added 11.04%
153,657 $10.5 Million
Q3 2020

Dec 18, 2020
BUY
$63.15 - $73.44 $581,295 - $676,015
9,205 Added 7.13%
138,378 $9.36 Million
Q2 2020

Aug 19, 2020
SELL
$50.26 - $74.36 $62,774 - $92,875
-1,249 Reduced 0.96%
129,173 $9.25 Million
Q1 2020

May 15, 2020
BUY
$43.86 - $88.27 $987,551 - $1.99 Million
22,516 Added 20.87%
130,422 $7.23 Million
Q4 2019

Feb 14, 2020
BUY
$76.67 - $93.45 $629,767 - $767,598
8,214 Added 8.24%
107,906 $9.14 Million
Q3 2019

Nov 15, 2019
BUY
$80.33 - $91.62 $1.3 Million - $1.48 Million
16,166 Added 19.35%
99,692 $8.45 Million
Q2 2019

Aug 19, 2019
SELL
$75.96 - $86.0 $426,591 - $482,976
-5,616 Reduced 6.3%
83,526 $7.34 Million
Q1 2019

May 16, 2019
BUY
$64.14 - $78.88 $174,075 - $214,080
2,714 Added 3.14%
89,142 $7.13 Million
Q4 2018

Feb 20, 2019
SELL
$62.88 - $70.58 $484,930 - $544,312
-7,712 Reduced 8.19%
86,428 $6.5 Million
Q3 2018

Nov 21, 2018
BUY
$63.87 - $67.94 $1.5 Million - $1.6 Million
23,541 Added 33.34%
94,140 $6.44 Million
Q2 2018

Aug 16, 2018
BUY
$61.13 - $67.65 $875,014 - $968,342
14,314 Added 25.43%
70,599 $4.69 Million
Q1 2018

May 16, 2018
BUY
$59.24 - $68.47 $3.33 Million - $3.85 Million
56,285 New
56,285 $3.49 Million

Others Institutions Holding WPC

# of Institutions
918
Shares Held
152M
Call Options Held
1.42M
Put Options Held
707K
View Full List

About W. P. Carey Inc.

WPC Quotes by TradingView
  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $13.2B
  • 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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