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Wp Carey shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wp Carey by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 48k 64.81
2017-12-31 $181k 875 206.86
2017-09-30 $58k 875 66.29
2017-06-30 $57k 874 65.22
2017-03-31 $54k 874 61.78
2016-12-31 $51k 874 58.35
2016-09-30 $56k 877 63.85
2016-06-30 $60k 877 68.42
2016-03-31 $54k 877 61.57
2015-12-31 $51k 877 58.15