Capital Square, LLC WPC Holdings History

Number of Shares
46,365.00
Current Holdings Value*
$2.93 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-855,351.47
% of Total Estimate Gain
-15.96%

Capital Square, LLC's W.P. Carey Inc Holding Summary

As of 2025-03-31, Capital Square, LLC held 46,365.00 shares of W.P. Carey Inc(WPC), totaling $2.93 Mil. This investment constitutes 1.72% of their stock portfolio, and Capital Square, LLC now holds 0.02% of the outstanding W.P. Carey Inc(WPC) stock.

The initial trade took place in 2019Q4. And since then Capital Square, LLC has made 7 purchases of WPC, at an average price of $78.49, for a total of 68,289.00 shares. In addition, there have been 15 sales at an average price of $69.18 for 21,924.00 shares. Based on historical transaction data and WPC's current price of $64.44, Capital Square, LLC's estimated gain on his WPC holdings is $-855,351.47, reflecting a -15.96% gain to date.

Capital Square, LLC WPC ($64.44) Holding Chart

Capital Square, LLC WPC ($64.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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