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
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 1.13%
0.8%
$13.199M
242,277 shares@ 54.49 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -7.27%
0.26%
$8.782M
161,188 shares@ 54.48 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 2.35%
0.03%
$8.131M
149,254 shares@ 54.48 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.97%
0.02%
$9.145M
146,790 shares@ 62.31 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 22.32%
0.64%
$5.211M
95,648 shares@ 54.48 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Increased 5.6%
1.65%
$3.847M
70,612 shares@ 54.49 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -18.87%
0.05%
$3.609M
66,247 shares@ 54.48 avg price
STEVE ADAMS@Adams Asset Advisors, Llc
Recent Activity
Increased 38.36%
0.42%
$3.251M
59,666 shares@ 54.49 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -14.86%
0.02%
$3.138M
56,575 shares@ 55.47 avg price
Marton Bloemer@Pensionfund Sabic
Recent Activity
Increased 18.06%
0.75%
$2.849M
52,304 shares@ 54.48 avg price