Wp Carey shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $757k | 11k | 67.57 |
| 2025-06-30 | $699k | 11k | 62.38 |
| 2025-03-31 | $738k | 12k | 63.11 |
| 2024-12-31 | $672k | 12k | 54.48 |
| 2024-09-30 | $793k | 13k | 62.30 |
| 2024-06-30 | $755k | 14k | 55.05 |
| 2024-03-31 | $775k | 14k | 56.44 |
| 2023-09-30 | $758k | 14k | 54.08 |
| 2023-06-30 | $809k | 12k | 67.56 |
| 2023-03-31 | $930k | 12k | 77.45 |
| 2022-12-31 | $938k | 12k | 78.15 |
| 2022-09-30 | $826k | 12k | 69.78 |
| 2022-06-30 | $981k | 12k | 82.88 |
| 2022-03-31 | $978k | 12k | 80.87 |
| 2021-12-31 | $992k | 12k | 82.02 |
| 2021-09-30 | $885k | 12k | 73.06 |
| 2021-06-30 | $904k | 12k | 74.63 |
| 2021-03-31 | $881k | 13k | 70.75 |
| 2020-12-31 | $841k | 13k | 67.26 |
| 2020-09-30 | $888k | 13k | 68.82 |
| 2020-06-30 | $913k | 14k | 67.49 |
| 2020-03-31 | $786k | 14k | 58.11 |
| 2019-12-31 | $924k | 12k | 80.01 |