A detailed history of Dogwood Wealth Management LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 142 shares of WPC stock, worth $9,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Previous 114 24.56%
Holding current value
$9,604
Previous $7.08 Million 35.2%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$61.29 - $68.7 $1,716 - $1,923
28 Added 24.56%
142 $9.58 Million
Q2 2025

Jul 18, 2025

BUY
$56.12 - $64.53 $2,413 - $2,774
43 Added 60.56%
114 $7.08 Million
Q1 2025

Apr 30, 2025

BUY
$53.5 - $65.05 $53 - $65
1 Added 1.43%
71 $4.46 Million
Q4 2024

Mar 04, 2025

BUY
$53.44 - $61.33 $3,740 - $4,293
70 New
70 $3.79 Million
Q3 2024

Feb 28, 2025

BUY
$54.63 - $63.96 $0 - $0
0 New
0 $1,000
Q2 2024

Mar 04, 2025

BUY
$53.32 - $60.11 $0 - $0
0 New
0 $1,000
Q1 2024

Feb 28, 2025

BUY
$54.84 - $67.37 $0 - $0
0 New
0 $1,000
Q4 2023

Feb 28, 2025

BUY
$52.21 - $65.68 $0 - $0
0 New
0 $2,000

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 $14B
  • 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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