A detailed history of Avion Wealth transactions in W. P. Carey Inc. stock. As of the latest transaction made, Avion Wealth holds 6,413 shares of WPC stock, worth $351,304. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,413
Previous 6,413 -0.0%
Holding current value
$351,304
Previous $353,000 13.03%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$53.32 - $60.11 $479 - $540
9 Added 0.14%
6,413 $353,000
Q1 2024

May 03, 2024

BUY
$54.84 - $67.37 $493 - $606
9 Added 0.14%
6,404 $362,000
Q4 2023

Jan 26, 2024

SELL
$52.21 - $65.68 $52 - $65
-1 Reduced 0.02%
6,395 $414,000
Q3 2023

Oct 20, 2023

BUY
$54.08 - $73.02 $1,352 - $1,825
25 Added 0.39%
6,396 $345,000
Q2 2023

Jul 14, 2023

BUY
$66.29 - $76.27 $66 - $76
1 Added 0.02%
6,371 $430,000
Q1 2023

May 05, 2023

BUY
$75.21 - $85.55 $451 - $513
6 Added 0.09%
6,370 $497,000
Q3 2022

Oct 31, 2022

BUY
$68.77 - $89.3 $437,652 - $568,305
6,364 New
6,364 $444,000
Q4 2021

Jan 26, 2022

SELL
$74.14 - $83.05 $7,414 - $8,305
-100 Closed
0 $0
Q3 2021

Nov 01, 2021

BUY
$73.04 - $80.69 $7,304 - $8,069
100 New
100 $7,000

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 $11.3B
  • 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 ...
More about WPC
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