A detailed history of Cic Wealth, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Cic Wealth, LLC holds 9,498 shares of WPC stock, worth $517,735. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,498
Previous 9,023 5.26%
Holding current value
$517,735
Previous $497 Million 19.13%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 08, 2024

BUY
$54.63 - $63.96 $25,949 - $30,381
475 Added 5.26%
9,498 $592 Million
Q2 2024

Jul 12, 2024

SELL
$53.32 - $60.11 $58,918 - $66,421
-1,105 Reduced 10.91%
9,023 $497 Million
Q1 2024

Apr 15, 2024

BUY
$54.84 - $67.37 $116,535 - $143,161
2,125 Added 26.55%
10,128 $572 Million
Q4 2023

Jan 11, 2024

SELL
$52.21 - $65.68 $25,582 - $32,183
-490 Reduced 5.77%
8,003 $519 Million
Q3 2023

Oct 10, 2023

SELL
$54.08 - $73.02 $228,055 - $307,925
-4,217 Reduced 33.18%
8,493 $459 Million
Q2 2023

Jul 19, 2023

SELL
$66.29 - $76.27 $91,215 - $104,947
-1,376 Reduced 9.77%
12,710 $859 Million
Q1 2023

May 04, 2023

SELL
$75.21 - $85.55 $20,231 - $23,012
-269 Reduced 1.87%
14,086 $1.09 Billion
Q4 2022

Feb 15, 2023

BUY
$68.46 - $81.68 $982,743 - $1.17 Million
14,355 New
14,355 $1.12 Billion

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
Track This Portfolio

Track Cic Wealth, LLC Portfolio

Follow Cic Wealth, LLC 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 Cic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cic Wealth, LLC with notifications on news.