A detailed history of Arkadios Wealth Advisors transactions in W. P. Carey Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 18,913 shares of WPC stock, worth $1.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,913
Previous 15,483 22.15%
Holding current value
$1.04 Million
Previous $852,000 38.26%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 24, 2024

BUY
$54.63 - $63.96 $187,380 - $219,382
3,430 Added 22.15%
18,913 $1.18 Million
Q2 2024

Jul 29, 2024

BUY
$53.32 - $60.11 $274,651 - $309,626
5,151 Added 49.85%
15,483 $852,000
Q1 2024

Apr 30, 2024

BUY
$54.84 - $67.37 $2,961 - $3,637
54 Added 0.53%
10,332 $583,000
Q4 2023

Jan 24, 2024

BUY
$52.21 - $65.68 $536,614 - $675,059
10,278 New
10,278 $666,000
Q2 2023

Jul 26, 2023

SELL
$66.29 - $76.27 $67,151 - $77,261
-1,013 Reduced 21.5%
3,698 $249,000
Q1 2023

May 02, 2023

SELL
$75.21 - $85.55 $313,776 - $356,914
-4,172 Reduced 46.97%
4,711 $364,000
Q4 2022

Jan 11, 2023

SELL
$68.46 - $81.68 $46,347 - $55,297
-677 Reduced 7.08%
8,883 $0
Q3 2022

Oct 21, 2022

BUY
$68.77 - $89.3 $657,441 - $853,708
9,560 New
9,560 $667,000
Q2 2022

Jul 14, 2022

SELL
$76.0 - $86.57 $200,868 - $228,804
-2,643 Closed
0 $0
Q1 2022

May 02, 2022

SELL
$74.37 - $83.52 $119,215 - $133,882
-1,603 Reduced 37.75%
2,643 $214,000
Q4 2021

Feb 03, 2022

BUY
$74.14 - $83.05 $46,189 - $51,740
623 Added 17.2%
4,246 $348,000
Q3 2021

Oct 19, 2021

SELL
$73.04 - $80.69 $138,483 - $152,988
-1,896 Reduced 34.35%
3,623 $264,000
Q2 2021

Jul 28, 2021

BUY
$70.57 - $78.29 $41,142 - $45,643
583 Added 11.81%
5,519 $411,000
Q1 2021

Apr 26, 2021

BUY
$66.32 - $71.74 $274,432 - $296,860
4,138 Added 518.55%
4,936 $349,000
Q4 2020

Feb 09, 2021

BUY
$61.58 - $71.75 $49,140 - $57,256
798 New
798 $56,000

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 $11.4B
  • 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 Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.