Capital Planning Advisors, LLC W. P. Carey Inc. Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 2024
A detailed history of Capital Planning Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 3,657 shares of WPC stock, worth $201,427. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,657
Previous 3,657
-0.0%
Holding current value
$201,427
Previous $201,000
12.94%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding WPC
# of Institutions
878Shares Held
139MCall Options Held
1MPut Options Held
791K-
Vanguard Group Inc Valley Forge, PA30.6MShares$1.68 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.8MShares$1.48 Billion0.03% of portfolio
-
State Street Corp Boston, MA11.8MShares$648 Million0.03% of portfolio
-
Geode Capital Management, LLC Boston, MA4.57MShares$252 Million0.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.18MShares$175 Million0.05% of portfolio
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 ...