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Wp Carey shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $689k 10k 67.57
2025-06-30 $694k 11k 62.38
2025-03-31 $695k 11k 63.11
2024-12-31 $651k 11k 58.69

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Bank of New York Mellon
Morgan Stanley
Equity Investment Corp Acquisition
UBS Group

View all funds holding Wp Carey