Wp Carey shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 4.7k | 67.57 |
| 2025-06-30 | $294k | 4.7k | 62.38 |
| 2025-03-31 | $297k | 4.7k | 63.11 |
| 2024-12-31 | $256k | 4.7k | 54.48 |
| 2024-09-30 | $293k | 4.7k | 62.30 |
| 2024-06-30 | $259k | 4.7k | 55.05 |
| 2024-03-31 | $293k | 5.2k | 56.44 |
| 2023-12-31 | $336k | 5.2k | 64.81 |
| 2023-09-30 | $281k | 5.2k | 54.08 |
| 2023-06-30 | $350k | 5.2k | 67.56 |
More positions owned by Cherry Tree Wealth Management
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