Wp Carey shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 2.6k | 67.58 |
| 2025-06-30 | $163k | 2.6k | 62.37 |
| 2025-03-31 | $1.4M | 21k | 63.11 |
| 2024-12-31 | $1.3M | 24k | 54.47 |
| 2024-09-30 | $1.5M | 24k | 62.31 |
| 2024-06-30 | $1.3M | 23k | 57.81 |
| 2024-03-31 | $739k | 14k | 54.84 |
| 2023-12-31 | $116k | 1.8k | 64.81 |
| 2023-09-30 | $53k | 975 | 54.08 |
| 2023-06-30 | $62k | 921 | 67.56 |
| 2023-03-31 | $75k | 972 | 77.45 |
| 2022-12-31 | $571k | 7.3k | 78.18 |
| 2022-09-30 | $63k | 696 | 90.91 |
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