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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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All positions including Wp Carey held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
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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Microsoft Corp Stock (MSFT)
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Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Massachusetts Financial Services
Legal & General Group
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Ubs Global Asset Management Americas
Northern Trust
Jpmorgan Chase & Co
Equity Investment Corp Acquisition
UBS Group

View all funds holding Wp Carey