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Wp Carey shares owned by Helium Advisors

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

Historical chart of Helium Advisors investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Helium Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 3.2k 67.96

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Top funds holding Wp Carey

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group
Northern Trust
Bank of New York Mellon
Ubs Global Asset Management Americas
Nuveen

View all funds holding Wp Carey