Wp Carey shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 17k | 67.56 |
| 2025-06-30 | $1.1M | 18k | 62.39 |
| 2025-03-31 | $1.1M | 18k | 63.12 |
| 2024-12-31 | $945k | 17k | 54.22 |
| 2024-09-30 | $1.1M | 18k | 61.81 |
| 2024-03-31 | $1.2M | 21k | 56.44 |
| 2023-12-31 | $1.3M | 21k | 64.81 |
| 2023-09-30 | $1.2M | 22k | 54.08 |
| 2023-06-30 | $1.5M | 23k | 67.55 |
| 2023-03-31 | $1.6B | 21k | 77450.45 |
| 2022-12-31 | $1.6B | 21k | 78150.45 |
| 2022-09-30 | $1.1M | 15k | 69.78 |
| 2022-06-30 | $346k | 4.2k | 82.83 |
| 2022-03-31 | $1.8M | 22k | 80.83 |
| 2021-12-31 | $1.8M | 21k | 81.73 |
| 2021-09-30 | $1.5M | 20k | 74.06 |
| 2021-06-30 | $1.4M | 19k | 75.25 |
| 2021-03-31 | $466k | 6.6k | 71.10 |
| 2020-12-31 | $354k | 5.1k | 68.80 |
| 2020-09-30 | $418k | 6.2k | 67.33 |
| 2020-06-30 | $379k | 5.6k | 67.61 |
| 2019-12-31 | $372k | 4.7k | 79.01 |
| 2019-09-30 | $455k | 5.2k | 86.98 |
| 2019-06-30 | $446k | 5.5k | 81.22 |
| 2019-03-31 | $438k | 5.6k | 78.10 |
| 2018-12-31 | $366k | 5.6k | 65.30 |
| 2018-09-30 | $336k | 5.2k | 64.28 |
| 2018-06-30 | $326k | 4.9k | 66.34 |
| 2018-03-31 | $214k | 3.4k | 62.05 |
| 2017-12-31 | $213k | 3.1k | 68.91 |
| 2017-09-30 | $216k | 3.2k | 67.54 |