Wp Carey shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 3.4k | 67.57 |
| 2025-06-30 | $213k | 3.4k | 62.38 |
| 2025-03-31 | $215k | 3.4k | 63.11 |
| 2024-09-30 | $212k | 3.4k | 62.30 |
| 2024-03-31 | $550k | 9.7k | 56.44 |
| 2023-12-31 | $253k | 3.9k | 64.81 |
| 2023-09-30 | $211k | 3.9k | 54.08 |
| 2023-06-30 | $264k | 3.9k | 67.56 |
| 2023-03-31 | $302k | 3.9k | 77.45 |
| 2022-12-31 | $305k | 3.9k | 78.15 |
| 2022-06-30 | $324k | 3.9k | 82.97 |
| 2022-03-31 | $316k | 3.9k | 80.92 |
| 2021-12-31 | $320k | 3.9k | 81.95 |
| 2021-09-30 | $277k | 3.8k | 72.95 |
| 2021-06-30 | $283k | 3.8k | 74.53 |
| 2021-03-31 | $269k | 3.8k | 70.85 |
| 2020-12-31 | $268k | 3.8k | 70.58 |
| 2020-09-30 | $247k | 3.8k | 65.05 |
| 2020-06-30 | $315k | 4.7k | 67.63 |
| 2020-03-31 | $224k | 3.9k | 58.06 |
| 2019-12-31 | $309k | 3.9k | 80.09 |
| 2019-09-30 | $340k | 3.8k | 89.54 |
| 2019-06-30 | $308k | 3.8k | 81.12 |
| 2019-03-31 | $297k | 3.8k | 78.22 |
| 2018-12-31 | $248k | 3.8k | 65.31 |
| 2017-12-31 | $201k | 2.9k | 68.84 |
| 2016-06-30 | $203k | 2.9k | 69.52 |
| 2016-03-31 | $209k | 3.4k | 62.26 |
| 2015-03-31 | $206k | 3.0k | 68.03 |
| 2014-12-31 | $212k | 3.0k | 70.01 |