A detailed history of Pensionmark Financial Group, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,155 shares of WPC stock, worth $551,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,155
Previous 6,903 18.14%
Holding current value
$551,604
Previous $430,000 28.14%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$61.29 - $68.7 $76,735 - $86,012
1,252 Added 18.14%
8,155 $551,000
Q2 2025

Aug 04, 2025

SELL
$56.12 - $64.53 $336 - $387
-6 Reduced 0.09%
6,903 $430,000
Q1 2025

Apr 29, 2025

BUY
$53.5 - $65.05 $15,194 - $18,474
284 Added 4.29%
6,909 $436,000
Q4 2024

Feb 12, 2025

BUY
$53.44 - $61.33 $354,040 - $406,311
6,625 New
6,625 $360,000

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 $14B
  • 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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