Wp Carey shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 25k | 67.57 |
| 2025-06-30 | $1.6M | 25k | 62.38 |
| 2025-03-31 | $1.5M | 25k | 63.11 |
| 2024-12-31 | $1.3M | 24k | 54.48 |
| 2024-09-30 | $1.5M | 25k | 62.30 |
| 2024-06-30 | $1.4M | 26k | 55.05 |
| 2024-03-31 | $1.8M | 32k | 56.44 |
| 2023-12-31 | $1.8M | 28k | 64.81 |
| 2023-09-30 | $1.6M | 29k | 54.08 |
| 2023-06-30 | $2.0M | 30k | 67.56 |
| 2023-03-31 | $2.3M | 30k | 77.45 |
| 2022-12-31 | $2.1M | 27k | 78.15 |
| 2022-09-30 | $1.8M | 25k | 69.82 |
| 2022-06-30 | $2.1M | 25k | 82.85 |
| 2022-03-31 | $2.0M | 25k | 80.84 |
| 2021-12-31 | $301k | 3.7k | 82.04 |
| 2021-09-30 | $1.9M | 26k | 73.04 |
| 2021-06-30 | $909k | 12k | 74.62 |
| 2021-03-31 | $791k | 11k | 70.73 |
| 2020-12-31 | $472k | 6.7k | 70.56 |
| 2020-09-30 | $361k | 5.5k | 65.12 |