Brookwood Investment Group »

Wp Carey shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Brookwood Investment Group 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $588k 8.7k 67.96
2025-12-31 $575k 8.9k 64.36
2025-09-30 $594k 8.8k 67.57
2025-06-30 $572k 9.2k 62.38

More positions owned by Brookwood Investment Group

Vanguard Index Fds Total Stk Mkt Put Option (VTI)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Apple Put Option (AAPL)
Amazon Call Option (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A Call Option (META)
Listed Fds Tr Shares Core Bd (OVB)
Ishares U S Etf Tr Short Duration B (NEAR)
Tidal Trust Iii Vistashares Targ (DRKY)
Tidal Trust I Unlimited Hfeq E (HFEQ)

View all positions for Brookwood Investment Group

Top funds holding Wp Carey

Vanguard Group
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

View all funds holding Wp Carey