A detailed history of Carson Allaria Wealth Management, Ltd. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 9,695 shares of WPC stock, worth $525,953. This represents 0.36% of its overall portfolio holdings.

Number of Shares
9,695
Previous 9,602 0.97%
Holding current value
$525,953
Previous $528,000 14.39%
% of portfolio
0.36%
Previous 0.33%

Shares

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

Oct 21, 2024

BUY
$54.63 - $63.96 $5,080 - $5,948
93 Added 0.97%
9,695 $604,000
Q2 2024

Jul 22, 2024

BUY
$53.32 - $60.11 $5,172 - $5,830
97 Added 1.02%
9,602 $528,000
Q1 2024

May 07, 2024

BUY
$54.84 - $67.37 $4,222 - $5,187
77 Added 0.82%
9,505 $536,000
Q4 2023

Feb 08, 2024

BUY
$52.21 - $65.68 $103,271 - $129,915
1,978 Added 26.55%
9,428 $611,000
Q3 2023

Nov 09, 2023

BUY
$54.08 - $73.02 $648 - $876
12 Added 0.16%
7,450 $402,000
Q2 2023

Aug 01, 2023

BUY
$66.29 - $76.27 $795 - $915
12 Added 0.16%
7,438 $502,000
Q1 2023

Apr 26, 2023

BUY
$75.21 - $85.55 $752 - $855
10 Added 0.13%
7,426 $575,000
Q4 2022

Feb 06, 2023

BUY
$68.46 - $81.68 $753 - $898
11 Added 0.15%
7,416 $580,000
Q3 2022

Nov 09, 2022

BUY
$68.77 - $89.3 $3,507 - $4,554
51 Added 0.69%
7,405 $517,000
Q2 2022

Aug 02, 2022

BUY
$76.0 - $86.57 $3,724 - $4,241
49 Added 0.67%
7,354 $609,000
Q1 2022

May 05, 2022

BUY
$74.37 - $83.52 $7,213 - $8,101
97 Added 1.35%
7,305 $591,000
Q4 2021

Feb 10, 2022

BUY
$74.14 - $83.05 $534,401 - $598,624
7,208 New
7,208 $591,000

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 $11.2B
  • 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
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