Wp Carey shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 3.0k | 67.57 |
| 2024-09-30 | $231k | 3.7k | 62.30 |
| 2024-06-30 | $218k | 4.0k | 55.05 |