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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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All positions including Wp Carey held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
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