Wp Carey shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 6.4k | 67.47 |
| 2025-06-30 | $400k | 6.4k | 62.32 |
| 2024-12-31 | $349k | 6.4k | 54.42 |
| 2024-09-30 | $399k | 6.4k | 62.22 |
| 2024-06-30 | $353k | 6.4k | 55.04 |
| 2024-03-31 | $362k | 6.4k | 56.53 |
| 2023-12-31 | $414k | 6.4k | 64.74 |
| 2023-09-30 | $345k | 6.4k | 54.01 |
| 2023-06-30 | $430k | 6.4k | 67.49 |
| 2023-03-31 | $497k | 6.4k | 78.02 |
| 2022-12-31 | $444k | 6.4k | 69.77 |
| 2022-09-30 | $444k | 6.4k | 69.77 |
| 2021-09-30 | $7.0k | 100 | 70.00 |
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