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Wp Carey shares owned by Gutierrez Wealth Advisory

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Gutierrez Wealth Advisory from 13F filings

Historical chart of Gutierrez Wealth Advisory investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wp Carey by Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $377k 5.6k 67.57
2025-06-30 $614k 9.8k 62.38
2025-03-31 $615k 9.7k 63.11
2024-12-31 $410k 7.5k 54.48

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Bank of New York Mellon
Morgan Stanley
Equity Investment Corp Acquisition
UBS Group

View all funds holding Wp Carey