A detailed history of Sage View Advisory Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 4,935 shares of WPC stock, worth $271,819. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,935
Previous 5,359 7.91%
Holding current value
$271,819
Previous $295 Million 4.22%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$54.63 - $63.96 $23,163 - $27,119
-424 Reduced 7.91%
4,935 $307 Million
Q2 2024

Aug 14, 2024

BUY
$53.32 - $60.11 $285,741 - $322,129
5,359 New
5,359 $295 Million
Q4 2023

Feb 09, 2024

BUY
$52.21 - $65.68 $207,117 - $260,552
3,967 Added 41.78%
13,461 $839 Million
Q3 2023

Nov 02, 2023

SELL
$54.08 - $73.02 $11,681 - $15,772
-216 Reduced 2.22%
9,494 $513 Million
Q2 2023

Aug 11, 2023

BUY
$66.29 - $76.27 $230,689 - $265,419
3,480 Added 55.86%
9,710 $656 Million
Q1 2023

May 01, 2023

BUY
$75.21 - $85.55 $62,574 - $71,177
832 Added 15.41%
6,230 $483 Million
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $369,547 - $440,908
5,398 New
5,398 $422 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 $11.4B
  • 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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.