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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 9.52%
0.01%
$351,000
6,443 shares@ 54.48 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -1.98%
0.02%
$337,068
6,187 shares@ 54.49 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Decreased -29.65%
0.02%
$330,694
6,070 shares@ 54.49 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -24.74%
0.02%
$324,840
5,963 shares@ 54.48 avg price
Ben P Webber@Sawyer & Company, Inc
Recent Activity
Decreased -11.57%
0.12%
$323,000
5,920 shares@ 54.57 avg price
Will Sharp@True North Advisors, Llc
Recent Activity
0.08%
$319,198
5,859 shares@ 54.48 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -5.44%
0.07%
$297,342
5,421 shares@ 54.86 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.02%
$286,000
5,250 shares@ 54.48 avg price
Amy Jones@Barlow Wealth Partners, Inc.
Recent Activity
0.04%
$274,009
5,049 shares@ 54.27 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -32.27%
0.01%
$261,533
4,801 shares@ 54.48 avg price