Wp Carey shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 3.4k | 67.56 |
| 2025-06-30 | $210k | 3.4k | 62.38 |
| 2025-03-31 | $210k | 3.3k | 63.11 |
| 2024-09-30 | $204k | 3.3k | 62.31 |
| 2023-12-31 | $200k | 3.1k | 64.81 |
| 2023-09-30 | $160k | 3.0k | 54.08 |
| 2023-06-30 | $199k | 2.9k | 67.56 |
| 2023-03-31 | $227k | 2.9k | 77.46 |
| 2022-12-31 | $162k | 2.1k | 78.15 |
| 2022-09-30 | $144k | 2.1k | 70.04 |
| 2022-06-30 | $169k | 2.0k | 82.76 |
| 2022-03-31 | $164k | 2.0k | 80.83 |
| 2021-12-31 | $165k | 2.0k | 81.93 |
| 2021-09-30 | $146k | 2.0k | 73.00 |
| 2021-06-30 | $148k | 2.0k | 74.52 |
| 2021-03-31 | $139k | 2.0k | 70.52 |
| 2020-12-31 | $138k | 2.0k | 70.59 |
| 2020-09-30 | $126k | 1.9k | 64.95 |
| 2020-06-30 | $119k | 1.8k | 67.77 |
| 2020-03-31 | $101k | 1.7k | 57.95 |
| 2019-12-31 | $140k | 1.7k | 80.32 |
| 2019-09-30 | $156k | 1.7k | 89.50 |
| 2019-06-30 | $141k | 1.7k | 80.90 |
| 2019-03-31 | $202k | 2.6k | 78.36 |
| 2018-12-31 | $240k | 3.7k | 65.24 |