Sonora Investment Management Group, LLC WPC Holdings History
Sonora Investment Management Group, LLC's W.P. Carey Inc Holding Summary
As of 2025-06-30, Sonora Investment Management Group, LLC held 182,822.00 shares of W.P. Carey Inc(WPC), totaling $11.40 Mil. This investment constitutes 0.89% of their stock portfolio, and Sonora Investment Management Group, LLC now holds 0.08% of the outstanding W.P. Carey Inc(WPC) stock.
The initial trade took place in 2021Q4. And since then Sonora Investment Management Group, LLC has made 12 purchases of WPC, at an average price of $70.44, for a total of 182,822.00 shares. Based on historical transaction data and WPC's current price of $61.69, Sonora Investment Management Group, LLC's estimated gain on his WPC holdings is $-1.60 Mil, reflecting a -12.42% gain to date.
Sonora Investment Management Group, LLC WPC ($61.69) Holding Chart
Sonora Investment Management Group, LLC WPC ($61.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
