Wp Carey shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $363k | 5.6k | 64.36 |
| 2025-09-30 | $439k | 6.5k | 67.57 |
| 2025-06-30 | $408k | 6.5k | 62.38 |
| 2025-03-31 | $513k | 8.1k | 63.07 |
| 2024-12-31 | $526k | 9.7k | 54.48 |
| 2024-09-30 | $280k | 4.5k | 62.73 |
| 2024-06-30 | $378k | 6.9k | 55.06 |
| 2024-03-31 | $449k | 8.0k | 56.44 |
| 2023-12-31 | $537k | 8.3k | 64.81 |
| 2023-06-30 | $413k | 6.1k | 67.56 |