Legacy Capital Wealth Partners »

Wp Carey shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wp Carey by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $568k 9.1k 62.30
2024-06-30 $416k 7.5k 55.05
2023-03-31 $260k 3.4k 77.45

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
Ishares Tr Core Msci Eafe (IEFA)
Proshares Tr Ultrashrt S&p500 (SDS)
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)

View all positions for Legacy Capital Wealth Partners

Top funds holding Wp Carey

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Cohen & Steers Capital Management
Massachusetts Financial Services
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Morgan Stanley
Northern Trust
Balyasny Asset Management
Jpmorgan Chase & Co

View all funds holding Wp Carey