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Wp Carey shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak Wealth Management investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 20k 67.96

More positions owned by Laurel Oak Wealth Management

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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
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Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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View all positions for Laurel Oak Wealth Management

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
UBS Group

View all funds holding Wp Carey