Wp Carey shares owned by Feltz Wealth PLAN
Historical chart of Feltz Wealth PLAN investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 7.0k | 67.57 |
| 2025-06-30 | $435k | 7.0k | 62.38 |
| 2025-03-31 | $610k | 9.7k | 63.11 |
| 2024-12-31 | $506k | 9.3k | 54.48 |
| 2024-09-30 | $812k | 13k | 62.30 |
| 2024-06-30 | $1.2M | 21k | 55.05 |
| 2024-03-31 | $5.7M | 101k | 56.44 |
| 2023-12-31 | $8.1M | 126k | 64.81 |
| 2023-09-30 | $7.1M | 131k | 54.08 |
| 2023-06-30 | $4.5M | 67k | 67.56 |
| 2023-03-31 | $0 | 135k | 0.00 |
| 2022-12-31 | $23M | 277k | 83.79 |
| 2022-03-31 | $17M | 214k | 80.77 |
| 2021-12-31 | $16M | 201k | 77.60 |
| 2021-09-30 | $15M | 195k | 79.28 |
| 2021-06-30 | $15M | 187k | 78.05 |
| 2021-03-31 | $13M | 168k | 75.30 |
| 2020-12-31 | $11M | 154k | 68.21 |
| 2020-09-30 | $9.4M | 138k | 67.67 |
| 2020-06-30 | $8.6M | 129k | 66.67 |
| 2020-03-31 | $7.2M | 130k | 55.38 |
| 2019-12-31 | $9.1M | 108k | 84.79 |
| 2019-09-30 | $8.5M | 100k | 84.79 |
| 2019-06-30 | $7.3M | 84k | 87.92 |
| 2019-03-31 | $7.1M | 89k | 79.97 |
| 2018-12-31 | $6.5M | 86k | 75.20 |
| 2018-09-30 | $6.4M | 94k | 68.46 |
| 2018-06-30 | $4.7M | 71k | 66.73 |
| 2018-03-31 | $3.5M | 56k | 62.03 |
| 2017-12-31 | $2.9M | 42k | 68.89 |
| 2017-09-30 | $2.4M | 35k | 67.40 |
| 2017-06-30 | $2.2M | 34k | 66.01 |
| 2017-03-31 | $63k | 1.0k | 62.01 |
| 2016-09-30 | $2.1M | 34k | 63.16 |
| 2016-06-30 | $3.6k | 52k | 0.07 |
| 2015-12-31 | $3.0M | 98k | 30.89 |
| 2015-06-30 | $2.4M | 41k | 58.93 |
| 2015-03-31 | $2.8M | 44k | 62.50 |