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Wp Carey shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 6.1k 56.44
2023-12-31 $378k 5.8k 64.81

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Swp Financial

Top funds holding Wp Carey

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Morgan Stanley
Northern Trust

View all funds holding Wp Carey