A detailed history of Kowal Investment Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Kowal Investment Group, LLC holds 6,103 shares of WPC stock, worth $334,627. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,103
Previous 6,070 0.54%
Holding current value
$334,627
Previous $334,000 13.77%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024

BUY
$54.63 - $63.96 $1,802 - $2,110
33 Added 0.54%
6,103 $380,000
Q2 2024

Aug 13, 2024

BUY
$53.32 - $60.11 $10,610 - $11,961
199 Added 3.39%
6,070 $334,000
Q1 2024

Apr 18, 2024

BUY
$54.84 - $67.37 $98,712 - $121,266
1,800 Added 44.22%
5,871 $331,000
Q4 2023

Jan 22, 2024

SELL
$52.21 - $65.68 $59,414 - $74,743
-1,138 Reduced 21.85%
4,071 $263,000
Q3 2023

Oct 25, 2023

BUY
$54.08 - $73.02 $5,678 - $7,667
105 Added 2.06%
5,209 $281,000
Q2 2023

Jul 18, 2023

BUY
$66.29 - $76.27 $265 - $305
4 Added 0.08%
5,104 $344,000
Q1 2023

Apr 21, 2023

BUY
$75.21 - $85.55 $40,387 - $45,940
537 Added 11.77%
5,100 $394,000
Q4 2022

Jan 25, 2023

BUY
$68.46 - $81.68 $23,071 - $27,526
337 Added 7.97%
4,563 $0
Q3 2022

Nov 09, 2022

BUY
$68.77 - $89.3 $41,880 - $54,383
609 Added 16.84%
4,226 $295,000
Q2 2022

Aug 15, 2022

BUY
$76.0 - $86.57 $274,892 - $313,123
3,617 New
3,617 $300,000
Q4 2021

Feb 11, 2022

SELL
$74.14 - $83.05 $14,605 - $16,360
-197 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$73.04 - $80.69 $14,388 - $15,895
197 New
197 $14,000

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 $11.3B
  • 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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