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Wp Carey shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $106k 1.6k 67.96
2020-03-31 $103k 1.8k 57.83

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View all positions for Ballast Advisors

Top funds holding Wp Carey

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

View all funds holding Wp Carey