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Wp Carey shares owned by Invst

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

Historical chart of Invst investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Invst

Quarter filed Position value Share count Share price at filing
2025-12-31 $668k 10k 64.36
2025-09-30 $749k 11k 67.57
2025-06-30 $705k 11k 62.38
2025-03-31 $734k 12k 63.11

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Invst

Top funds holding Wp Carey

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

View all funds holding Wp Carey