Wp Carey shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 74k | 67.57 |
| 2025-06-30 | $4.7M | 75k | 62.38 |
| 2025-03-31 | $4.9M | 77k | 63.11 |
| 2024-12-31 | $4.3M | 79k | 54.48 |
| 2024-09-30 | $5.3M | 85k | 62.30 |
| 2024-06-30 | $4.9M | 89k | 55.05 |
| 2024-03-31 | $5.1M | 91k | 56.44 |
| 2023-12-31 | $6.2M | 96k | 64.81 |
| 2023-09-30 | $1.5M | 28k | 54.08 |
| 2023-06-30 | $3.9M | 58k | 67.55 |
| 2023-03-31 | $4.3M | 56k | 77.45 |
| 2022-12-31 | $4.3M | 55k | 78.16 |
| 2022-09-30 | $3.7M | 53k | 69.80 |
| 2022-06-30 | $4.1M | 50k | 82.86 |
| 2022-03-31 | $4.0M | 49k | 80.85 |
| 2021-12-31 | $4.0M | 48k | 82.06 |
| 2021-09-30 | $3.8M | 52k | 73.04 |
| 2021-06-30 | $3.9M | 52k | 74.61 |
| 2021-03-31 | $2.4M | 34k | 70.75 |
| 2020-12-31 | $2.6M | 37k | 70.59 |
| 2020-09-30 | $2.5M | 38k | 65.16 |
| 2020-06-30 | $2.8M | 42k | 67.66 |
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