A detailed history of Excalibur Management Corp transactions in W. P. Carey Inc. stock. As of the latest transaction made, Excalibur Management Corp holds 33,255 shares of WPC stock, worth $1.87 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
33,255
Previous 32,325 2.88%
Holding current value
$1.87 Million
Previous $1.82 Million 0.33%
% of portfolio
0.75%
Previous 0.78%

Shares

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

Aug 09, 2024

BUY
$53.32 - $60.11 $49,587 - $55,902
930 Added 2.88%
33,255 $1.83 Million
Q1 2024

May 13, 2024

BUY
$54.84 - $67.37 $86,098 - $105,770
1,570 Added 5.1%
32,325 $1.82 Million
Q4 2023

Feb 12, 2024

BUY
$52.21 - $65.68 $32,004 - $40,261
613 Added 2.03%
30,755 $1.99 Million
Q3 2023

Nov 09, 2023

BUY
$54.08 - $73.02 $136,497 - $184,302
2,524 Added 9.14%
30,142 $1.63 Million
Q2 2023

Aug 08, 2023

BUY
$66.29 - $76.27 $4,308 - $4,957
65 Added 0.24%
27,618 $1.87 Million
Q1 2023

May 05, 2023

SELL
$75.21 - $85.55 $47,758 - $54,324
-635 Reduced 2.25%
27,553 $2.13 Million
Q4 2022

Feb 10, 2023

BUY
$68.46 - $81.68 $31,833 - $37,981
465 Added 1.68%
28,188 $2.2 Million
Q3 2022

Nov 04, 2022

SELL
$68.77 - $89.3 $25,513 - $33,130
-371 Reduced 1.32%
27,723 $1.94 Million
Q2 2022

Jul 25, 2022

SELL
$76.0 - $86.57 $589,152 - $671,090
-7,752 Reduced 21.63%
28,094 $2.33 Million
Q1 2022

May 03, 2022

SELL
$74.37 - $83.52 $6,395 - $7,182
-86 Reduced 0.24%
35,846 $2.9 Million
Q4 2021

Feb 10, 2022

BUY
$74.14 - $83.05 $26,542 - $29,731
358 Added 1.01%
35,932 $2.95 Million
Q3 2021

Oct 28, 2021

BUY
$73.04 - $80.69 $50,178 - $55,434
687 Added 1.97%
35,574 $2.6 Million
Q2 2021

Jul 26, 2021

SELL
$70.57 - $78.29 $3,105 - $3,444
-44 Reduced 0.13%
34,887 $2.6 Million
Q1 2021

May 03, 2021

BUY
$66.32 - $71.74 $574,463 - $621,411
8,662 Added 32.97%
34,931 $2.47 Million
Q4 2020

Jan 26, 2021

BUY
$61.58 - $71.75 $1.62 Million - $1.88 Million
26,269 New
26,269 $1.85 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 $11.6B
  • 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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