Wp Carey shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Wp Carey
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All positions including Wp Carey held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wp Carey by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $629k | 10k | 62.38 |
| 2025-03-31 | $600k | 9.5k | 63.11 |
| 2024-12-31 | $689k | 13k | 54.48 |
| 2024-09-30 | $533k | 8.5k | 62.30 |
| 2024-06-30 | $287k | 5.2k | 55.05 |
| 2024-03-31 | $309k | 5.5k | 56.44 |
| 2023-12-31 | $327k | 5.0k | 64.81 |
| 2023-09-30 | $307k | 5.7k | 54.08 |
| 2023-06-30 | $454k | 615k | 0.74 |
| 2023-03-31 | $1.6M | 24k | 64.65 |
| 2022-12-31 | $879k | 11k | 78.15 |
| 2022-09-30 | $899k | 13k | 69.81 |
| 2022-06-30 | $1.2M | 15k | 82.89 |
| 2022-03-31 | $1.2M | 15k | 80.81 |
| 2021-12-31 | $1.3M | 16k | 82.03 |
| 2021-09-30 | $1.3M | 16k | 82.39 |
| 2021-06-30 | $2.5M | 34k | 74.62 |
| 2021-03-31 | $3.0M | 42k | 70.77 |
| 2018-12-31 | $217k | 3.3k | 65.42 |