A detailed history of Arete Wealth Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 18,104 shares of WPC stock, worth $975,443. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,104
Previous 18,104 -0.0%
Holding current value
$975,443
Previous $1.12 Million -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 14, 2024

SELL
$54.63 - $63.96 $39,989 - $46,818
-732 Reduced 3.89%
18,104 $1.12 Million
Q2 2024

Aug 13, 2024

SELL
$53.32 - $60.11 $95,282 - $107,416
-1,787 Reduced 8.67%
18,836 $1.03 Million
Q1 2024

May 15, 2024

SELL
$54.84 - $67.37 $8,555 - $10,509
-156 Reduced 0.75%
20,623 $1.16 Million
Q4 2023

Feb 14, 2024

SELL
$52.21 - $65.68 $62,129 - $78,159
-1,190 Reduced 5.42%
20,779 $1.35 Million
Q3 2023

Oct 30, 2023

SELL
$54.08 - $73.02 $39,965 - $53,961
-739 Reduced 3.25%
21,969 $1.19 Million
Q2 2023

Aug 09, 2023

BUY
$66.29 - $76.27 $113,289 - $130,345
1,709 Added 8.14%
22,708 $1.53 Million
Q1 2023

May 01, 2023

BUY
$75.21 - $85.55 $32,565 - $37,043
433 Added 2.11%
20,999 $1.63 Million
Q4 2022

Feb 06, 2023

BUY
$68.46 - $81.68 $367,014 - $437,886
5,361 Added 35.26%
20,566 $1.61 Million
Q3 2022

Nov 07, 2022

BUY
$68.77 - $89.3 $758,395 - $984,800
11,028 Added 264.02%
15,205 $1.06 Million
Q2 2022

Aug 15, 2022

SELL
$76.0 - $86.57 $1.36 Million - $1.55 Million
-17,906 Reduced 81.08%
4,177 $346,000
Q1 2022

May 06, 2022

BUY
$74.37 - $83.52 $49,009 - $55,039
659 Added 3.08%
22,083 $1.79 Million
Q4 2021

Feb 07, 2022

BUY
$74.14 - $83.05 $94,676 - $106,054
1,277 Added 6.34%
21,424 $1.75 Million
Q3 2021

Nov 15, 2021

BUY
$73.04 - $80.69 $109,779 - $121,277
1,503 Added 8.06%
20,147 $1.49 Million
Q2 2021

Aug 09, 2021

BUY
$70.57 - $78.29 $853,191 - $946,526
12,090 Added 184.47%
18,644 $1.4 Million
Q1 2021

May 10, 2021

BUY
$66.32 - $71.74 $93,444 - $101,081
1,409 Added 27.39%
6,554 $466,000
Q4 2020

Feb 08, 2021

SELL
$61.58 - $71.75 $65,459 - $76,270
-1,063 Reduced 17.12%
5,145 $354,000
Q3 2020

Nov 09, 2020

BUY
$63.15 - $73.44 $38,016 - $44,210
602 Added 10.74%
6,208 $418,000
Q2 2020

Aug 11, 2020

BUY
$50.26 - $74.36 $281,757 - $416,862
5,606 New
5,606 $379,000
Q1 2020

May 14, 2020

SELL
$43.86 - $88.27 $206,492 - $415,575
-4,708 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$76.67 - $93.45 $40,098 - $48,874
-523 Reduced 10.0%
4,708 $372,000
Q3 2019

Nov 13, 2019

SELL
$80.33 - $91.62 $20,885 - $23,821
-260 Reduced 4.74%
5,231 $455,000
Q2 2019

Aug 14, 2019

SELL
$75.96 - $86.0 $8,887 - $10,062
-117 Reduced 2.09%
5,491 $446,000
Q1 2019

May 15, 2019

BUY
$64.14 - $78.88 $192 - $236
3 Added 0.05%
5,608 $438,000
Q4 2018

Feb 14, 2019

BUY
$62.88 - $70.58 $23,768 - $26,679
378 Added 7.23%
5,605 $366,000
Q3 2018

Nov 14, 2018

BUY
$63.87 - $67.94 $19,991 - $21,265
313 Added 6.37%
5,227 $336,000
Q2 2018

Aug 14, 2018

BUY
$61.13 - $67.65 $89,555 - $99,107
1,465 Added 42.48%
4,914 $326,000
Q1 2018

May 15, 2018

BUY
$59.24 - $68.47 $21,207 - $24,512
358 Added 11.58%
3,449 $214,000
Q4 2017

Feb 14, 2018

SELL
$67.77 - $72.32 $7,251 - $7,738
-107 Reduced 3.35%
3,091 $213,000
Q3 2017

Nov 15, 2017

BUY
$65.87 - $69.93 $210,652 - $223,636
3,198
3,198 $216,000

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 $11.1B
  • 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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