A detailed history of Sovereign Financial Group, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,382 shares of WPC stock, worth $241,492. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,382
Previous 4,468 1.92%
Holding current value
$241,492
Previous $289,000 14.53%
% of portfolio
0.07%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$54.84 - $67.37 $4,716 - $5,793
-86 Reduced 1.92%
4,382 $247,000
Q3 2023

Nov 03, 2023

SELL
$54.08 - $73.02 $121,085 - $163,491
-2,239 Reduced 33.38%
4,468 $241,000
Q4 2022

Feb 13, 2023

SELL
$68.46 - $81.68 $6,777 - $8,086
-99 Reduced 1.45%
6,707 $524,000
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $104,943 - $136,271
1,526 Added 28.9%
6,806 $475,000
Q2 2022

Aug 15, 2022

SELL
$76.0 - $86.57 $2,432 - $2,770
-32 Reduced 0.6%
5,280 $438,000
Q1 2022

May 16, 2022

BUY
$74.37 - $83.52 $166,142 - $186,583
2,234 Added 72.58%
5,312 $429,000
Q4 2021

Feb 15, 2022

SELL
$74.14 - $83.05 $26,467 - $29,648
-357 Reduced 10.39%
3,078 $253,000
Q3 2021

Nov 12, 2021

BUY
$73.04 - $80.69 $73 - $80
1 Added 0.03%
3,435 $251,000
Q1 2021

May 17, 2021

BUY
$66.32 - $71.74 $23,676 - $25,611
357 Added 11.6%
3,434 $243,000
Q4 2020

Feb 16, 2021

BUY
$61.58 - $71.75 $189,481 - $220,774
3,077 New
3,077 $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 $11.4B
  • 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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