Wp Carey shares owned by Asset Planning
Historical chart of Asset Planning investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104k | 1.5k | 67.57 |
| 2025-06-30 | $96k | 1.5k | 62.38 |
| 2025-03-31 | $97k | 1.5k | 63.11 |
| 2024-12-31 | $84k | 1.5k | 54.48 |