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Wp Carey shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Wp Carey

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All positions including Wp Carey held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 1.4k 67.57
2025-06-30 $90k 1.4k 62.38
2025-03-31 $91k 1.4k 63.11
2024-12-31 $80k 1.5k 54.48
2024-09-30 $73k 1.2k 62.30
2024-06-30 $63k 1.1k 55.05
2024-03-31 $46k 806 56.44
2023-12-31 $7.5k 115 64.81

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Ishares Msci Eafe Value Etf Etf (EFV)
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Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
Vanguard Small Cap Value Etf Etf (VBR)

View all positions for Bruce G. Allen Investments

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Bank of New York Mellon
Morgan Stanley
Equity Investment Corp Acquisition
UBS Group

View all funds holding Wp Carey