A detailed history of Beacon Investment Advisory Services, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 10,146 shares of WPC stock, worth $561,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,146
Previous 12,395 18.14%
Holding current value
$561,479
Previous $699,000 20.17%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 14, 2024

SELL
$53.32 - $60.11 $119,916 - $135,187
-2,249 Reduced 18.14%
10,146 $558,000
Q1 2024

May 09, 2024

SELL
$54.84 - $67.37 $55,552 - $68,245
-1,013 Reduced 7.56%
12,395 $699,000
Q4 2023

Feb 12, 2024

SELL
$52.21 - $65.68 $227,740 - $286,496
-4,362 Reduced 24.55%
13,408 $868,000
Q3 2023

Oct 31, 2023

SELL
$54.08 - $73.02 $6,111 - $8,251
-113 Reduced 0.63%
17,770 $961,000
Q2 2023

Jul 21, 2023

BUY
$66.29 - $76.27 $120,382 - $138,506
1,816 Added 11.3%
17,883 $1.21 Million
Q1 2023

May 04, 2023

BUY
$75.21 - $85.55 $56,257 - $63,991
748 Added 4.88%
16,067 $1.24 Million
Q4 2022

Jan 13, 2023

BUY
$68.46 - $81.68 $32,929 - $39,288
481 Added 3.24%
15,319 $0
Q3 2022

Oct 20, 2022

SELL
$68.77 - $89.3 $2,200 - $2,857
-32 Reduced 0.22%
14,838 $1.04 Million
Q2 2022

Jul 21, 2022

BUY
$76.0 - $86.57 $101,080 - $115,138
1,330 Added 9.82%
14,870 $1.23 Million
Q1 2022

May 12, 2022

BUY
$74.37 - $83.52 $63,511 - $71,326
854 Added 6.73%
13,540 $1.09 Million
Q4 2021

Feb 04, 2022

BUY
$74.14 - $83.05 $18,609 - $20,845
251 Added 2.02%
12,686 $1.04 Million
Q3 2021

Nov 09, 2021

SELL
$73.04 - $80.69 $44,262 - $48,898
-606 Reduced 4.65%
12,435 $908,000
Q2 2021

Aug 02, 2021

SELL
$70.57 - $78.29 $33,661 - $37,344
-477 Reduced 3.53%
13,041 $973,000
Q1 2021

May 21, 2021

BUY
$66.32 - $71.74 $18,039 - $19,513
272 Added 2.05%
13,518 $957,000
Q4 2020

Feb 08, 2021

SELL
$61.58 - $71.75 $3,510 - $4,089
-57 Reduced 0.43%
13,246 $935,000
Q3 2020

Oct 29, 2020

BUY
$63.15 - $73.44 $246,348 - $286,489
3,901 Added 41.49%
13,303 $867,000
Q2 2020

Jul 28, 2020

SELL
$50.26 - $74.36 $15,279 - $22,605
-304 Reduced 3.13%
9,402 $636,000
Q1 2020

May 05, 2020

BUY
$43.86 - $88.27 $8,947 - $18,007
204 Added 2.15%
9,706 $564,000
Q4 2019

Jan 31, 2020

BUY
$76.67 - $93.45 $81,116 - $98,870
1,058 Added 12.53%
9,502 $761,000
Q3 2019

Oct 29, 2019

BUY
$80.33 - $91.62 $26,508 - $30,234
330 Added 4.07%
8,444 $756,000
Q2 2019

Aug 07, 2019

SELL
$75.96 - $86.0 $584,892 - $662,200
-7,700 Reduced 48.69%
8,114 $659,000
Q1 2019

May 15, 2019

SELL
$64.14 - $78.88 $91,335 - $112,325
-1,424 Reduced 8.26%
15,814 $1.24 Million
Q4 2018

Feb 08, 2019

SELL
$62.88 - $70.58 $82,687 - $92,812
-1,315 Reduced 7.09%
17,238 $1.13 Million
Q3 2018

Nov 09, 2018

SELL
$63.87 - $67.94 $148,625 - $158,096
-2,327 Reduced 11.14%
18,553 $1.19 Million
Q2 2018

Aug 09, 2018

SELL
$61.13 - $67.65 $2.24 Million - $2.47 Million
-36,581 Reduced 63.66%
20,880 $1.39 Million
Q1 2018

Apr 26, 2018

BUY
$59.24 - $68.47 $28,020 - $32,386
473 Added 0.83%
57,461 $3.56 Million
Q4 2017

Feb 02, 2018

SELL
$67.77 - $72.32 $769,053 - $820,687
-11,348 Reduced 16.61%
56,988 $3.93 Million
Q3 2017

Nov 14, 2017

BUY
$65.87 - $69.93 $4.5 Million - $4.78 Million
68,336
68,336 $4.61 Million

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
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