Wp Carey shares owned by Detalus Advisors
Historical chart of Detalus Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Detalus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Detalus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 3.4k | 67.57 |
| 2025-06-30 | $212k | 3.4k | 62.38 |
| 2025-03-31 | $215k | 3.4k | 63.11 |
| 2024-09-30 | $212k | 3.4k | 62.30 |
| 2023-12-31 | $227k | 3.5k | 64.81 |
| 2023-09-30 | $204k | 3.8k | 54.08 |
| 2023-06-30 | $263k | 3.9k | 67.56 |
| 2023-03-31 | $355k | 4.6k | 77.45 |
| 2022-12-31 | $414k | 5.3k | 78.15 |
| 2022-09-30 | $370k | 5.3k | 69.85 |
| 2022-06-30 | $425k | 5.1k | 82.80 |
| 2022-03-31 | $496k | 6.1k | 80.87 |
| 2021-12-31 | $503k | 6.1k | 82.02 |
| 2021-09-30 | $447k | 6.1k | 73.06 |
| 2021-06-30 | $457k | 6.1k | 74.70 |
| 2021-03-31 | $432k | 6.1k | 70.84 |
| 2020-12-31 | $423k | 6.0k | 70.52 |
| 2020-09-30 | $387k | 5.9k | 65.12 |
| 2020-06-30 | $449k | 6.6k | 67.62 |
| 2020-03-31 | $417k | 7.2k | 58.06 |
| 2019-12-31 | $573k | 7.2k | 80.07 |