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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

Tip: Access up to 7 years of quarterly data

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
2024-06-30 $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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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
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Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Cohen & Steers Capital Management
Bank of New York Mellon
PGGM Vermogensbeheer B.V.
Charles Schwab Investment Management
Morgan Stanley
Balyasny Asset Management
Daiwa Securities Group
Jpmorgan Chase & Co
Commonwealth Equity Services

View all funds holding Wp Carey