A detailed history of Octavia Wealth Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,951 shares of WPC stock, worth $236,427. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,951
Holding current value
$236,427
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025

BUY
$53.5 - $65.05 $211,378 - $257,012
3,951 New
3,951 $249,000
Q4 2023

Jan 30, 2024

SELL
$52.21 - $65.68 $191,140 - $240,454
-3,661 Reduced 40.87%
5,297 $343,000
Q3 2023

Oct 30, 2023

BUY
$54.08 - $73.02 $222,917 - $300,988
4,122 Added 85.24%
8,958 $484,000
Q2 2023

Jul 18, 2023

BUY
$66.29 - $76.27 $320,578 - $368,841
4,836 New
4,836 $326,000

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 $12.4B
  • 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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