Atria Wealth Solutions, Inc. W. P. Carey Inc. Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 102,073 shares of WPC stock, worth $6.55 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

102,073

Previous 65,719 55.32%

Holding current value

$6.55 Million

Previous $4.09 Million 35.81%

% of portfolio

0.06%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$53.44 - $61.33 $1.94 Million - $2.23 Million	36,354 Added 55.32%	102,073 $5.56 Million
Q3 2024 Nov 08, 2024	SELL	$54.63 - $63.96 $101,284 - $118,581	-1,854 Reduced 2.74%	65,719 $4.09 Million
Q2 2024 Jul 22, 2024	SELL	$53.32 - $60.11 $227,676 - $256,669	-4,270 Reduced 5.94%	67,573 $3.72 Million
Q1 2024 May 13, 2024	BUY	$54.84 - $67.37 $23,252 - $28,564	424 Added 0.59%	71,843 $4.05 Million
Q4 2023 Feb 02, 2024	BUY	$52.21 - $65.68 $63,435 - $79,801	1,215 Added 1.73%	71,419 $4.63 Million
Q3 2023 Nov 08, 2023	BUY	$54.08 - $73.02 $901,675 - $1.22 Million	16,673 Added 31.15%	70,204 $3.8 Million
Q2 2023 Aug 03, 2023	BUY	$66.29 - $76.27 $57,672 - $66,354	870 Added 1.65%	53,531 $3.62 Million
Q1 2023 Aug 22, 2023	SELL	$75.21 - $85.55 $229,014 - $260,499	-3,045 Reduced 5.69%	50,486 $3.91 Million
Q1 2023 Jun 14, 2023	BUY	$75.21 - $85.55 $163,581 - $186,071	2,175 Added 4.31%	52,661 $4.08 Million
Q1 2023 May 10, 2023	SELL	$75.21 - $85.55 $173,208 - $197,021	-2,303 Reduced 4.36%	50,486 $3.91 Million
Q4 2022 Aug 30, 2023	SELL	$68.46 - $81.68 $59,560 - $71,061	-870 Reduced 1.63%	52,661 $4.12 Million
Q4 2022 Feb 13, 2023	SELL	$68.46 - $81.68 $19,990 - $23,850	-292 Reduced 0.55%	52,789 $4.13 Million
Q3 2022 Feb 13, 2023	SELL	$68.77 - $89.3 $207,960 - $270,043	-3,024 Reduced 5.39%	53,081 $3.71 Million
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $875,098 - $1.14 Million	12,725 Added 29.33%	56,105 $3.96 Million
Q2 2022 Aug 15, 2022	BUY	$76.0 - $86.57 $445,816 - $507,819	5,866 Added 15.64%	43,380 $3.63 Million
Q1 2022 May 16, 2022	BUY	$74.37 - $83.52 $2.79 Million - $3.13 Million	37,514 New	37,514 $3.06 Million

Others Institutions Holding WPC

# of Institutions

866

Shares Held

146M

Call Options Held

980K

Put Options Held

811K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $13.3B
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 ...

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Atria Wealth Solutions, Inc. W. P. Carey Inc. Transaction History