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Wp Carey shares owned by Summit Financial

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Wp Carey

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All positions including Wp Carey held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $565k 9.9k 57.31

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Top funds holding Wp Carey

Vanguard Group
Jpmorgan Chase & Co
Legal & General Group
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Norges Bank Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Commonwealth Equity Services
CalPERS
UBS Group
Equity Investment Corp Acquisition

View all funds holding Wp Carey