A detailed history of Principia Wealth Advisory, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 8 shares of WPC stock, worth $504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 2 300.0%
Holding current value
$504
Previous $109,000 329.36%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

BUY
$53.5 - $65.05 $321 - $390
6 Added 300.0%
8 $468,000
Q4 2024

Apr 11, 2025

BUY
$53.44 - $61.33 $106 - $122
2 New
2 $109,000

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 $13B
  • 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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