Allegiant Private Advisors »

Wp Carey shares owned by Allegiant Private Advisors

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

Historical chart of Allegiant Private Advisors investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wp Carey by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $3.1M 42k 74.62
2021-03-31 $3.6M 51k 70.77
2020-12-31 $3.8M 55k 70.58

More positions owned by Allegiant Private Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private Advisors

Top funds holding Wp Carey

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

View all funds holding Wp Carey