WPC

Wp Carey Inc

Latest period2024 - Q4Total superinvestors101

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 101 superinvestors own shares of Wp Carey Inc (WPC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wp Carey Inc (WPC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wp Carey Inc (WPC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wp Carey Inc (WPC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
Exited
0%
$890,000
14,300 shares@ 62.24 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Exited
0%
$222,113
3,761 shares@ 59.06 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Exited
0%
$227,831
3,657 shares@ 62.3 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Exited
0%
$225,962
3,627 shares@ 62.3 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Exited
0%
$212,194
3,406 shares@ 62.31 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Exited
0%
$208,399
3,345 shares@ 62.31 avg price
John A. Zaro, III@Bourgeon Capital Management Llc
Recent Activity
Exited
0%
$205,653
3,301 shares@ 62.31 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Exited
0%
$203,588
3,268 shares@ 62.3 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Exited
0%
$202,226
3,246 shares@ 62.31 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Exited
0%
$96,129
1,543 shares@ 62.31 avg price