Wp Carey shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 5.4k | 67.58 |
| 2025-06-30 | $369k | 5.9k | 62.38 |
| 2025-03-31 | $372k | 5.9k | 63.12 |
| 2024-12-31 | $362k | 6.6k | 54.49 |
| 2024-09-30 | $429k | 6.9k | 62.31 |
| 2024-06-30 | $359k | 6.5k | 55.06 |
| 2024-03-31 | $513k | 9.1k | 56.44 |
| 2023-12-31 | $585k | 9.0k | 64.82 |
| 2023-09-30 | $1.5M | 28k | 54.08 |
| 2023-06-30 | $1.8M | 27k | 67.56 |
| 2023-03-31 | $2.1M | 27k | 77.45 |
| 2022-12-31 | $2.2M | 29k | 78.15 |
| 2022-09-30 | $2.0M | 29k | 69.80 |
| 2022-06-30 | $2.4M | 29k | 82.84 |
| 2022-03-31 | $2.3M | 29k | 80.84 |
| 2021-12-31 | $2.3M | 28k | 82.02 |
| 2021-09-30 | $2.1M | 28k | 73.01 |