Wp Carey shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $267k | 4.2k | 64.35 |
| 2025-06-30 | $258k | 4.1k | 62.39 |
| 2025-03-31 | $282k | 4.5k | 63.12 |
| 2024-12-31 | $223k | 4.1k | 54.48 |
| 2023-09-30 | $260k | 4.8k | 54.08 |
| 2023-06-30 | $315k | 4.7k | 67.56 |
| 2023-03-31 | $340k | 4.4k | 77.44 |
| 2022-12-31 | $354k | 4.5k | 78.15 |
| 2022-09-30 | $328k | 4.7k | 69.86 |
| 2022-06-30 | $368k | 4.4k | 82.81 |
| 2022-03-31 | $589k | 7.3k | 80.95 |
| 2021-12-31 | $283k | 3.5k | 82.03 |
| 2021-09-30 | $228k | 3.1k | 73.03 |
| 2021-06-30 | $222k | 3.0k | 74.77 |
| 2021-03-31 | $203k | 2.9k | 70.73 |
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