A detailed history of Geo Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,962 shares of WPC stock, worth $218,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,962
Previous 5,403 26.67%
Holding current value
$218,226
Previous $297,000 17.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$54.63 - $63.96 $78,721 - $92,166
-1,441 Reduced 26.67%
3,962 $246,000
Q2 2024

Aug 12, 2024

SELL
$53.32 - $60.11 $144,123 - $162,477
-2,703 Reduced 33.35%
5,403 $297,000
Q1 2024

May 15, 2024

SELL
$54.84 - $67.37 $444,533 - $546,101
-8,106 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$54.84 - $67.37 $196,711 - $241,656
3,587 Added 79.38%
8,106 $457,000
Q4 2023

Feb 13, 2024

BUY
$52.21 - $65.68 $235,936 - $296,807
4,519 New
4,519 $292,000

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 $11.4B
  • 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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