Wp Carey shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $203k | 3.2k | 64.36 |
| 2025-09-30 | $223k | 3.3k | 67.57 |
| 2025-06-30 | $212k | 3.4k | 62.38 |
| 2025-03-31 | $216k | 3.4k | 63.11 |
| 2024-09-30 | $222k | 3.6k | 62.30 |
| 2024-06-30 | $203k | 3.7k | 55.05 |
| 2024-03-31 | $219k | 3.9k | 56.44 |
| 2023-12-31 | $258k | 4.0k | 64.81 |
| 2023-09-30 | $219k | 4.1k | 54.08 |
| 2023-06-30 | $283k | 4.2k | 67.56 |
| 2023-03-31 | $329k | 4.2k | 77.45 |
| 2022-12-31 | $475k | 6.1k | 78.15 |
| 2022-09-30 | $426k | 6.1k | 69.84 |
| 2022-06-30 | $489k | 5.9k | 82.88 |
| 2022-03-31 | $458k | 5.7k | 80.85 |
| 2021-12-31 | $425k | 5.2k | 82.00 |
| 2021-09-30 | $357k | 4.9k | 73.14 |
| 2021-06-30 | $349k | 4.7k | 74.67 |
| 2021-03-31 | $333k | 4.7k | 70.55 |
| 2020-12-31 | $333k | 4.7k | 70.55 |