Wp Carey shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 31k | 62.30 |
| 2024-06-30 | $1.8M | 33k | 55.05 |
| 2024-03-31 | $1.9M | 33k | 56.44 |
| 2023-12-31 | $2.2M | 34k | 64.81 |
| 2023-09-30 | $1.8M | 34k | 54.08 |
| 2023-06-30 | $2.4M | 35k | 67.56 |
| 2023-03-31 | $2.8M | 36k | 77.45 |
| 2022-12-31 | $2.7M | 34k | 78.15 |
| 2022-09-30 | $2.4M | 34k | 69.79 |
| 2022-06-30 | $2.6M | 32k | 82.85 |
| 2022-03-31 | $2.5M | 31k | 80.84 |
| 2021-12-31 | $2.5M | 30k | 82.06 |
| 2021-09-30 | $2.2M | 30k | 73.04 |
| 2021-06-30 | $2.2M | 29k | 74.60 |
| 2021-03-31 | $1.9M | 27k | 70.75 |
| 2020-12-31 | $1.9M | 27k | 70.58 |
| 2020-09-30 | $1.7M | 26k | 65.17 |
| 2020-06-30 | $1.8M | 27k | 67.63 |
| 2020-03-31 | $1.6M | 27k | 58.10 |
| 2019-12-31 | $2.3M | 29k | 80.05 |
| 2019-09-30 | $2.6M | 29k | 89.52 |
| 2019-06-30 | $2.4M | 30k | 81.18 |
| 2019-03-31 | $3.0M | 39k | 78.33 |
| 2018-12-31 | $3.4M | 52k | 65.33 |
| 2018-09-30 | $206k | 3.2k | 64.23 |
| 2018-06-30 | $213k | 3.2k | 66.42 |