A detailed history of Concurrent Investment Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,238 shares of WPC stock, worth $609,661. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,238
Previous 11,153 0.76%
Holding current value
$609,661
Previous $614 Million 14.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$54.63 - $63.96 $4,643 - $5,436
85 Added 0.76%
11,238 $700 Million
Q2 2024

Jul 30, 2024

BUY
$53.32 - $60.11 $22,820 - $25,727
428 Added 3.99%
11,153 $614 Million
Q1 2024

May 07, 2024

SELL
$54.84 - $67.37 $12,942 - $15,899
-236 Reduced 2.15%
10,725 $605 Million
Q4 2023

Apr 15, 2024

BUY
$52.21 - $65.68 $572,273 - $719,918
10,961 New
10,961 $710 Million

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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