Wp Carey shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $703k | 13k | 56.44 |
| 2023-12-31 | $813k | 13k | 64.81 |
| 2023-09-30 | $680k | 13k | 54.08 |
| 2023-06-30 | $855k | 13k | 67.56 |
| 2023-03-31 | $978k | 13k | 77.45 |
| 2022-12-31 | $1.0M | 13k | 78.15 |
More positions owned by Heirloom Wealth Management
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