Wp Carey shares owned by Creative Planning
Historical chart of Creative Planning investment in Wp Carey
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All positions including Wp Carey held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wp Carey by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 70k | 64.81 |
| 2023-09-30 | $3.5M | 65k | 54.08 |
| 2023-06-30 | $4.5M | 67k | 67.56 |
| 2023-03-31 | $5.4M | 70k | 77.45 |
| 2022-12-31 | $5.5M | 70k | 78.15 |
| 2022-09-30 | $4.7M | 67k | 69.81 |
| 2022-06-30 | $3.9M | 47k | 82.86 |
| 2022-03-31 | $3.2M | 40k | 80.84 |
| 2021-12-31 | $3.1M | 38k | 82.05 |
| 2021-09-30 | $2.8M | 39k | 73.04 |
| 2021-06-30 | $3.0M | 40k | 74.63 |
| 2021-03-31 | $2.9M | 40k | 70.77 |
| 2020-12-31 | $2.8M | 40k | 70.59 |
| 2020-09-30 | $2.7M | 41k | 65.16 |
| 2020-06-30 | $2.6M | 38k | 67.66 |
| 2020-03-31 | $2.0M | 34k | 58.09 |
| 2019-12-31 | $2.5M | 31k | 80.05 |
| 2019-09-30 | $3.6M | 40k | 89.49 |
| 2019-06-30 | $3.0M | 37k | 81.18 |
| 2019-03-31 | $3.1M | 39k | 78.33 |
| 2018-12-31 | $2.9M | 44k | 65.34 |
| 2018-09-30 | $1.8M | 28k | 64.33 |
| 2018-06-30 | $1.8M | 27k | 66.33 |
| 2018-03-31 | $1.3M | 22k | 61.98 |
| 2017-12-31 | $1.5M | 21k | 68.88 |
| 2017-09-30 | $1.4M | 21k | 67.38 |
| 2017-06-30 | $1.5M | 23k | 66.00 |
| 2017-03-31 | $1.5M | 24k | 62.23 |
| 2016-12-31 | $1.4M | 24k | 59.09 |
| 2016-09-30 | $1.6M | 24k | 64.51 |
| 2016-06-30 | $1.1M | 16k | 69.43 |
| 2016-03-31 | $1.2M | 19k | 62.25 |
| 2015-12-31 | $893k | 15k | 59.02 |
| 2015-09-30 | $1.0M | 18k | 57.84 |
| 2015-06-30 | $759k | 13k | 58.93 |
| 2015-03-31 | $691k | 10k | 67.98 |
| 2014-12-31 | $782k | 11k | 70.07 |
| 2014-09-30 | $618k | 9.7k | 63.79 |
| 2014-06-30 | $362k | 5.6k | 64.48 |
| 2014-03-31 | $285k | 4.7k | 60.11 |
| 2013-12-31 | $212k | 3.5k | 61.45 |
| 2013-09-30 | $111k | 1.7k | 64.95 |
| 2013-06-30 | $231k | 3.5k | 66.30 |