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Wp Carey shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wp Carey by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $516k 8.3k 62.30
2024-03-31 $469k 8.0k 58.39

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Wp Carey

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Cohen & Steers Capital Management
Massachusetts Financial Services
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Morgan Stanley
Northern Trust
Balyasny Asset Management
Jpmorgan Chase & Co

View all funds holding Wp Carey