Wp Carey shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $223k | 4.0k | 56.44 |
| 2023-12-31 | $256k | 4.0k | 64.81 |
| 2023-09-30 | $209k | 3.9k | 54.08 |
| 2023-06-30 | $269k | 4.0k | 67.56 |
| 2023-03-31 | $309k | 4.0k | 77.45 |
| 2022-12-31 | $311k | 4.0k | 78.15 |
| 2022-09-30 | $266k | 3.9k | 68.73 |
| 2022-06-30 | $321k | 3.9k | 82.95 |
| 2022-03-31 | $318k | 3.9k | 82.17 |
| 2021-12-31 | $318k | 3.9k | 82.17 |
| 2021-09-30 | $288k | 3.9k | 74.42 |
| 2021-06-30 | $289k | 3.9k | 74.68 |
| 2021-03-31 | $285k | 3.9k | 73.64 |
| 2020-12-31 | $273k | 3.9k | 70.54 |
| 2020-09-30 | $252k | 3.9k | 65.12 |
| 2020-06-30 | $262k | 3.9k | 67.70 |
| 2020-03-31 | $225k | 3.9k | 58.14 |
| 2019-12-31 | $310k | 3.9k | 80.10 |