Wp Carey shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Wp Carey
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Quarterly reported holdings in Wp Carey by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $159 | 2 | 79.50 |
| 2023-03-31 | $207k | 1.8k | 117.55 |
| 2022-12-31 | $140k | 1.8k | 79.50 |
| 2022-09-30 | $88k | 1.2k | 72.19 |
| 2022-06-30 | $76k | 907 | 83.79 |
| 2022-03-31 | $71k | 879 | 80.77 |
| 2021-12-31 | $51k | 627 | 81.34 |
| 2021-09-30 | $29k | 402 | 72.14 |
| 2021-06-30 | $23k | 305 | 75.41 |
| 2021-03-31 | $22k | 305 | 72.13 |