A detailed history of Bourgeon Capital Management LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,300 shares of WPC stock, worth $205,161. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,300
Holding current value
$205,161
% of portfolio
0.05%

Shares

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

Apr 09, 2025

BUY
$53.5 - $65.05 $176,550 - $214,665
3,300 New
3,300 $208,000
Q3 2024

Oct 16, 2024

BUY
$54.63 - $63.96 $180,333 - $211,131
3,301 New
3,301 $205,000
Q4 2023

Jan 30, 2024

BUY
$52.21 - $65.68 $26,105 - $32,840
500 Added 17.88%
3,296 $213,000
Q2 2023

Jul 20, 2023

BUY
$66.29 - $76.27 $185,346 - $213,250
2,796 New
2,796 $188,000

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 $12.9B
  • 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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