A detailed history of J.W. Cole Advisors, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,698 shares of WPC stock, worth $368,925. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,698
Previous 7,702 13.04%
Holding current value
$368,925
Previous $423,000 1.42%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$54.63 - $63.96 $54,848 - $64,215
-1,004 Reduced 13.04%
6,698 $417,000
Q2 2024

Aug 08, 2024

SELL
$53.32 - $60.11 $188,646 - $212,669
-3,538 Reduced 31.48%
7,702 $423,000
Q1 2024

Apr 30, 2024

SELL
$54.84 - $67.37 $14,422 - $17,718
-263 Reduced 2.29%
11,240 $634,000
Q4 2023

Jan 31, 2024

SELL
$52.21 - $65.68 $74,660 - $93,922
-1,430 Reduced 11.06%
11,503 $745,000
Q3 2023

Oct 24, 2023

SELL
$54.08 - $73.02 $108 - $146
-2 Reduced 0.02%
12,933 $699,000
Q2 2023

Jul 27, 2023

SELL
$66.29 - $76.27 $14,650 - $16,855
-221 Reduced 1.68%
12,935 $873,000
Q1 2023

May 03, 2023

SELL
$75.21 - $85.55 $10,604 - $12,062
-141 Reduced 1.06%
13,156 $1.02 Million
Q4 2022

Feb 14, 2023

BUY
$68.46 - $81.68 $71,472 - $85,273
1,044 Added 8.52%
13,297 $1.04 Million
Q3 2022

Oct 31, 2022

BUY
$68.77 - $89.3 $6,258 - $8,126
91 Added 0.75%
12,253 $855,000
Q2 2022

Jul 27, 2022

BUY
$76.0 - $86.57 $912 - $1,038
12 Added 0.1%
12,162 $1.01 Million
Q1 2022

Jun 10, 2022

SELL
$74.37 - $83.52 $56.6 Million - $63.6 Million
-761,360 Reduced 98.43%
12,150 $982,000
Q1 2022

May 16, 2022

BUY
$74.37 - $83.52 $56.5 Million - $63.5 Million
760,057 Added 5649.72%
773,510 $221,000
Q4 2021

Jan 25, 2022

SELL
$74.14 - $83.05 $107,280 - $120,173
-1,447 Reduced 9.71%
13,453 $1.1 Million
Q3 2021

Oct 26, 2021

BUY
$73.04 - $80.69 $165,216 - $182,520
2,262 Added 17.9%
14,900 $1.09 Million
Q2 2021

Aug 06, 2021

SELL
$70.57 - $78.29 $48,058 - $53,315
-681 Reduced 5.11%
12,638 $943,000
Q1 2021

Apr 28, 2021

BUY
$66.32 - $71.74 $29,843 - $32,282
450 Added 3.5%
13,319 $942,000
Q4 2020

Feb 12, 2021

SELL
$61.58 - $71.75 $116,632 - $135,894
-1,894 Reduced 12.83%
12,869 $908,000
Q3 2020

Nov 05, 2020

BUY
$63.15 - $73.44 $103,629 - $120,515
1,641 Added 12.51%
14,763 $962,000
Q2 2020

Aug 07, 2020

BUY
$50.26 - $74.36 $659,511 - $975,751
13,122 New
13,122 $888,000
Q1 2020

May 07, 2020

SELL
$43.86 - $88.27 $766,321 - $1.54 Million
-17,472 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$76.67 - $93.45 $1.34 Million - $1.63 Million
17,472 New
17,472 $1.4 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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