A detailed history of Wr Wealth Planners, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 88 shares of WPC stock, worth $4,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
88
Previous 87 1.15%
Holding current value
$4,942
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$54.63 - $63.96 $54 - $63
1 Added 1.15%
88 $5,000
Q2 2024

Jul 31, 2024

BUY
$53.32 - $60.11 $319 - $360
6 Added 7.41%
87 $4,000
Q1 2024

Jul 31, 2024

BUY
$54.84 - $67.37 $4,442 - $5,456
81 New
81 $4,000
Q3 2023

Aug 01, 2024

SELL
$54.08 - $73.02 $2,920 - $3,943
-54 Reduced 62.07%
33 $1.79 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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.