Wp Carey shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 22k | 62.30 |
| 2024-06-30 | $1.2M | 22k | 55.05 |
| 2024-03-31 | $1.0M | 18k | 56.44 |
| 2023-12-31 | $1.3M | 21k | 64.81 |
| 2023-09-30 | $1.1M | 21k | 54.08 |
| 2023-06-30 | $1.1M | 16k | 67.56 |
| 2023-03-31 | $1.0M | 13k | 77.45 |
| 2022-12-31 | $894k | 11k | 78.15 |
| 2022-09-30 | $768k | 11k | 69.78 |
| 2022-06-30 | $916k | 11k | 82.85 |
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