Wp Carey shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 500 | 67.57 |
| 2025-03-31 | $82k | 1.3k | 63.11 |
| 2024-12-31 | $154k | 2.8k | 54.47 |
| 2024-09-30 | $174k | 2.8k | 62.30 |
| 2024-06-30 | $345k | 6.3k | 55.05 |
| 2024-03-31 | $555k | 9.8k | 56.44 |
| 2023-12-31 | $729k | 11k | 64.81 |
| 2023-09-30 | $822k | 15k | 54.08 |
| 2023-06-30 | $987k | 15k | 67.56 |
| 2023-03-31 | $1.1M | 15k | 77.45 |
| 2022-12-31 | $1.1M | 14k | 78.15 |