Wp Carey shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $135k | 2.2k | 62.29 |
| 2024-06-30 | $134k | 2.4k | 55.04 |
| 2024-03-31 | $277k | 4.9k | 56.44 |
| 2023-12-31 | $418k | 6.4k | 64.81 |
| 2023-09-30 | $423k | 7.8k | 54.08 |
| 2023-06-30 | $577k | 8.5k | 67.56 |
| 2023-03-31 | $546k | 7.0k | 77.45 |
| 2022-12-31 | $668k | 8.5k | 78.15 |
| 2022-09-30 | $597k | 8.5k | 69.84 |
| 2022-06-30 | $708k | 8.5k | 82.83 |
| 2022-03-31 | $693k | 8.6k | 80.84 |
| 2021-12-31 | $723k | 8.8k | 82.07 |
| 2021-09-30 | $359k | 4.9k | 72.98 |
| 2021-06-30 | $658k | 8.8k | 74.63 |
| 2021-03-31 | $668k | 9.4k | 70.80 |
| 2020-12-31 | $1.5M | 21k | 70.57 |