Wp Carey shares owned by Insight Wealth Partners
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Insight Wealth Partners
from 13F filings
Historical chart of Insight Wealth Partners investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Insight Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 3.9k | 67.57 |
| 2025-06-30 | $241k | 3.9k | 62.38 |
| 2024-12-31 | $210k | 3.9k | 54.48 |
| 2024-09-30 | $238k | 3.8k | 62.30 |
| 2024-06-30 | $282k | 5.1k | 55.05 |
| 2024-03-31 | $462k | 8.2k | 56.44 |
| 2023-09-30 | $500k | 9.2k | 54.08 |
| 2023-06-30 | $624k | 9.2k | 67.56 |
| 2023-03-31 | $716k | 9.2k | 77.45 |
| 2022-12-31 | $768k | 9.8k | 78.15 |
| 2022-09-30 | $686k | 9.8k | 69.77 |
| 2022-06-30 | $815k | 9.8k | 82.89 |
| 2022-03-31 | $810k | 10k | 80.89 |
| 2021-12-31 | $822k | 10k | 82.09 |
| 2021-09-30 | $731k | 10k | 73.00 |
| 2021-06-30 | $747k | 10k | 74.60 |
| 2021-03-31 | $756k | 11k | 70.75 |
| 2020-12-31 | $775k | 11k | 70.56 |
| 2020-09-30 | $716k | 11k | 65.19 |
| 2020-06-30 | $743k | 11k | 67.65 |
| 2020-03-31 | $638k | 11k | 58.09 |
| 2019-12-31 | $889k | 11k | 80.07 |