A detailed history of Sonora Investment Management Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 158,045 shares of WPC stock, worth $8.57 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
158,045
Previous 143,406 10.21%
Holding current value
$8.57 Million
Previous $7.89 Million 24.74%
% of portfolio
0.84%
Previous 0.72%

Shares

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

Oct 15, 2024

BUY
$54.63 - $63.96 $799,728 - $936,310
14,639 Added 10.21%
158,045 $9.85 Million
Q1 2024

May 13, 2024

BUY
$54.84 - $67.37 $472,391 - $580,325
8,614 Added 6.39%
143,406 $8.09 Million
Q4 2023

Feb 14, 2024

BUY
$52.21 - $65.68 $725,562 - $912,754
13,897 Added 11.5%
134,792 $8.74 Million
Q3 2023

Nov 02, 2023

BUY
$54.08 - $73.02 $675,188 - $911,654
12,485 Added 11.52%
120,895 $6.54 Million
Q2 2023

Aug 10, 2023

BUY
$66.29 - $76.27 $945,759 - $1.09 Million
14,267 Added 15.15%
108,410 $7.32 Million
Q1 2023

May 12, 2023

BUY
$75.21 - $85.55 $542,188 - $616,729
7,209 Added 8.29%
94,143 $7.29 Million
Q4 2022

Feb 13, 2023

BUY
$68.46 - $81.68 $1.36 Million - $1.62 Million
19,797 Added 29.49%
86,934 $6.8 Million
Q2 2022

Aug 15, 2022

BUY
$76.0 - $86.57 $820,344 - $934,436
10,794 Added 19.16%
67,137 $5.56 Million
Q1 2022

May 12, 2022

BUY
$74.37 - $83.52 $841,347 - $944,861
11,313 Added 25.12%
56,343 $4.56 Million
Q4 2021

Feb 11, 2022

BUY
$74.14 - $83.05 $3.34 Million - $3.74 Million
45,030 New
45,030 $3.7 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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