Wp Carey shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $237k | 3.7k | 64.36 |
| 2025-09-30 | $247k | 3.6k | 67.57 |
| 2025-06-30 | $228k | 3.6k | 62.38 |
| 2025-03-31 | $230k | 3.6k | 63.11 |
| 2024-09-30 | $228k | 3.7k | 62.30 |
| 2024-06-30 | $201k | 3.7k | 55.05 |
| 2024-03-31 | $206k | 3.7k | 56.44 |
| 2023-12-31 | $243k | 3.7k | 64.81 |
| 2023-09-30 | $214k | 4.0k | 54.08 |
| 2023-06-30 | $253k | 3.7k | 67.56 |
| 2023-03-31 | $286k | 3.7k | 77.45 |
| 2022-12-31 | $291k | 3.7k | 78.15 |
| 2022-09-30 | $255k | 3.7k | 69.69 |
| 2022-06-30 | $313k | 3.8k | 82.80 |
| 2022-03-31 | $296k | 3.7k | 80.90 |
| 2021-12-31 | $303k | 3.7k | 82.16 |
| 2021-09-30 | $265k | 3.6k | 73.02 |
| 2021-06-30 | $271k | 3.6k | 74.68 |
| 2021-03-31 | $359k | 5.1k | 70.82 |
| 2020-12-31 | $358k | 5.1k | 70.63 |
| 2020-09-30 | $330k | 5.1k | 65.10 |
| 2020-06-30 | $356k | 5.3k | 67.57 |
| 2020-03-31 | $306k | 5.3k | 58.08 |
| 2019-12-31 | $422k | 5.3k | 80.09 |
| 2019-09-30 | $454k | 5.1k | 89.56 |
| 2019-06-30 | $412k | 5.1k | 81.28 |
| 2019-03-31 | $397k | 5.1k | 78.32 |
| 2018-12-31 | $331k | 5.1k | 65.30 |