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Wp Carey shares owned by GV Financial Advisors

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by GV Financial Advisors from 13F filings

Historical chart of GV Financial Advisors investment in Wp Carey

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All positions including Wp Carey held by GV Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by GV Financial Advisors

Quarter filed Position value Share count Share price at filing
2020-03-31 $221k 3.8k 58.10
2019-06-30 $317k 3.8k 83.33
2018-12-31 $86k 1.3k 65.25
2018-09-30 $62k 957 64.79
2018-06-30 $64k 957 66.88
2018-03-31 $999 9 111.11

More positions owned by GV Financial Advisors

iShares Russell 1000 Value Index (IWD)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Value Index (IWN)
iShares FTSE NAREIT Real Est 50 Ind (USRT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 2000 Growth Index (IWO)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Vanguard Small-Cap Value ETF (VBR)
SPDR DJ International Real Estate ETF (RWX)
Vanguard Small-Cap Growth ETF (VBK)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Emerging Markets ETF (VWO)

View all positions for GV Financial Advisors

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Massachusetts Financial Services
Legal & General Group
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Ubs Global Asset Management Americas
Northern Trust
Jpmorgan Chase & Co
Equity Investment Corp Acquisition
UBS Group

View all funds holding Wp Carey