A detailed history of Retirement Planning CO Of New England, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 4,556 shares of WPC stock, worth $259,008. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,556
Previous 5,786 21.26%
Holding current value
$259,008
Previous $318,000 11.01%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Nov 12, 2024

SELL
$54.63 - $63.96 $67,194 - $78,670
-1,230 Reduced 21.26%
4,556 $283,000
Q2 2024

Aug 08, 2024

SELL
$53.32 - $60.11 $19,675 - $22,180
-369 Reduced 6.0%
5,786 $318,000
Q1 2024

May 06, 2024

BUY
$54.84 - $67.37 $53,962 - $66,292
984 Added 19.03%
6,155 $347,000
Q4 2023

Feb 12, 2024

BUY
$52.21 - $65.68 $15,140 - $19,047
290 Added 5.94%
5,171 $335,000
Q3 2023

Nov 13, 2023

BUY
$54.08 - $73.02 $11,951 - $16,137
221 Added 4.74%
4,881 $263,000
Q2 2023

Aug 11, 2023

BUY
$66.29 - $76.27 $6,496 - $7,474
98 Added 2.15%
4,660 $314,000
Q1 2023

Apr 21, 2023

BUY
$75.21 - $85.55 $17,448 - $19,847
232 Added 5.36%
4,562 $353,000
Q4 2022

Feb 03, 2023

BUY
$68.46 - $81.68 $753 - $898
11 Added 0.25%
4,330 $338,000
Q3 2022

Oct 19, 2022

BUY
$68.77 - $89.3 $481 - $625
7 Added 0.16%
4,319 $301,000
Q2 2022

Aug 12, 2022

BUY
$76.0 - $86.57 $684 - $779
9 Added 0.21%
4,312 $357,000
Q1 2022

May 06, 2022

BUY
$74.37 - $83.52 $818 - $918
11 Added 0.26%
4,303 $347,000
Q4 2021

Feb 08, 2022

BUY
$74.14 - $83.05 $318,208 - $356,450
4,292 New
4,292 $352,000

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 $11.8B
  • 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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