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Wp Carey shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 5.4k 62.22
2024-06-30 $252k 4.6k 54.99
2024-03-31 $295k 5.2k 56.37
2023-12-31 $365k 5.6k 64.80
2023-09-30 $305k 5.6k 54.15
2023-06-30 $381k 5.6k 67.64
2023-03-31 $436k 5.6k 77.45
2022-09-30 $393k 5.6k 69.77
2022-06-30 $380k 4.6k 82.92
2022-03-31 $455k 5.6k 80.77
2021-12-31 $462k 5.6k 82.02
2021-06-30 $422k 5.7k 74.61
2021-03-31 $400k 5.7k 70.72
2020-12-31 $399k 5.7k 70.54
2020-09-30 $369k 5.7k 65.24
2020-06-30 $383k 5.7k 67.72
2020-03-31 $350k 5.7k 61.88
2019-09-30 $490k 5.4k 90.76