Wp Carey shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Investmark Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 35k | 67.57 |
| 2025-06-30 | $2.2M | 35k | 62.38 |
| 2025-03-31 | $2.2M | 35k | 63.11 |
| 2024-12-31 | $1.8M | 33k | 54.48 |
| 2024-09-30 | $2.1M | 34k | 62.30 |
| 2024-06-30 | $1.8M | 33k | 55.05 |
| 2024-03-31 | $1.9M | 33k | 56.44 |
| 2023-09-30 | $1.8M | 33k | 54.08 |
| 2023-06-30 | $2.2M | 33k | 67.56 |
| 2023-03-31 | $2.5M | 32k | 77.45 |
| 2022-12-31 | $2.3M | 30k | 78.15 |
| 2022-09-30 | $2.0M | 29k | 69.80 |
| 2022-06-30 | $2.3M | 27k | 82.84 |
| 2022-03-31 | $2.0M | 25k | 82.03 |
| 2021-12-31 | $2.0M | 25k | 82.03 |
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