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Wp Carey shares owned by Avalon Trust

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in Wp Carey

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All positions including Wp Carey held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Avalon Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $36k 500 71.50

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Top funds holding Wp Carey

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Invesco
Massachusetts Financial Services
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding Wp Carey