Wp Carey shares owned by Crestwood Advisors
Historical chart of Crestwood Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 7.3k | 67.57 |
| 2025-06-30 | $447k | 7.2k | 62.38 |
| 2025-03-31 | $434k | 6.9k | 63.11 |
| 2024-12-31 | $365k | 6.7k | 54.48 |
| 2024-09-30 | $418k | 6.7k | 62.30 |
| 2024-06-30 | $365k | 6.6k | 55.05 |
| 2024-03-31 | $381k | 6.7k | 56.44 |
| 2023-12-31 | $439k | 6.8k | 64.81 |
| 2023-09-30 | $387k | 7.1k | 54.08 |
| 2023-06-30 | $472k | 7.0k | 67.56 |
| 2023-03-31 | $541k | 7.0k | 77.45 |
| 2022-12-31 | $585k | 7.5k | 78.15 |
| 2022-09-30 | $522k | 7.5k | 69.74 |
| 2022-06-30 | $702k | 8.5k | 82.83 |
| 2022-03-31 | $645k | 8.0k | 80.88 |
| 2021-12-31 | $657k | 8.0k | 82.07 |
| 2021-09-30 | $585k | 8.0k | 73.08 |
| 2021-06-30 | $597k | 8.0k | 74.58 |
| 2021-03-31 | $566k | 8.0k | 70.71 |
| 2020-12-31 | $618k | 8.8k | 70.59 |
| 2020-09-30 | $570k | 8.8k | 65.11 |
| 2020-06-30 | $592k | 8.8k | 67.62 |
| 2020-03-31 | $921k | 16k | 58.05 |
| 2019-12-31 | $1.3M | 16k | 80.05 |
| 2019-09-30 | $1.4M | 16k | 89.49 |