Wp Carey shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $545k | 8.7k | 62.30 |
| 2024-06-30 | $513k | 9.3k | 55.05 |
| 2024-03-31 | $660k | 12k | 56.44 |
| 2023-12-31 | $733k | 11k | 64.81 |
| 2023-09-30 | $640k | 12k | 54.08 |
| 2023-06-30 | $774k | 12k | 67.56 |
| 2023-03-31 | $843k | 11k | 77.45 |
| 2022-12-31 | $750k | 9.6k | 78.15 |
| 2022-09-30 | $597k | 8.5k | 69.84 |
| 2022-06-30 | $765k | 9.2k | 82.90 |
| 2022-03-31 | $767k | 9.5k | 80.80 |
| 2021-12-31 | $804k | 9.8k | 82.02 |
| 2021-09-30 | $769k | 11k | 73.08 |
| 2021-06-30 | $904k | 12k | 74.58 |
| 2021-03-31 | $873k | 12k | 70.79 |
| 2020-12-31 | $808k | 12k | 70.54 |
| 2020-09-30 | $773k | 12k | 65.14 |
| 2020-06-30 | $832k | 12k | 67.65 |
| 2020-03-31 | $830k | 14k | 58.09 |
| 2019-12-31 | $1.3M | 16k | 80.06 |