A detailed history of Perennial Investment Advisors, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 7,556 shares of WPC stock, worth $455,249. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,556
Previous 6,815 10.87%
Holding current value
$455,249
Previous $384,000 8.07%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$53.32 - $60.11 $39,510 - $44,541
741 Added 10.87%
7,556 $415,000
Q1 2024

May 14, 2024

BUY
$54.84 - $67.37 $29,065 - $35,706
530 Added 8.43%
6,815 $384,000
Q4 2023

Feb 14, 2024

BUY
$52.21 - $65.68 $24,590 - $30,935
471 Added 8.1%
6,285 $407,000
Q3 2023

Nov 14, 2023

BUY
$54.08 - $73.02 $90,367 - $122,016
1,671 Added 40.33%
5,814 $314,000
Q2 2023

Aug 14, 2023

BUY
$66.29 - $76.27 $26,516 - $30,508
400 Added 10.69%
4,143 $279,000
Q1 2023

May 11, 2023

BUY
$75.21 - $85.55 $19,930 - $22,670
265 Added 7.62%
3,743 $289,000
Q4 2022

Feb 09, 2023

BUY
$68.46 - $81.68 $21,427 - $25,565
313 Added 9.89%
3,478 $271,000
Q3 2022

Nov 09, 2022

BUY
$68.77 - $89.3 $217,657 - $282,634
3,165 New
3,165 $221,000
Q2 2020

Jul 16, 2020

SELL
$50.26 - $74.36 $184,856 - $273,496
-3,678 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
$43.86 - $88.27 $42,368 - $85,268
966 Added 35.62%
3,678 $214,000
Q4 2019

Feb 07, 2020

BUY
$76.67 - $93.45 $207,929 - $253,436
2,712 New
2,712 $217,000

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 $12.5B
  • 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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