Wp Carey shares owned by Naviter Wealth
Historical chart of Naviter Wealth investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Naviter Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 18k | 68.48 |
| 2025-06-30 | $1.1M | 18k | 63.27 |
| 2025-03-31 | $1.0M | 16k | 62.70 |
| 2024-12-31 | $877k | 16k | 55.36 |
| 2024-09-30 | $1.4M | 22k | 63.18 |
| 2024-06-30 | $1.1M | 19k | 55.92 |
| 2024-03-31 | $1.0M | 18k | 57.30 |
| 2023-12-31 | $1.0M | 15k | 65.67 |
| 2023-09-30 | $754k | 14k | 55.15 |
| 2023-06-30 | $697k | 10k | 68.61 |
| 2023-03-31 | $725k | 9.2k | 78.52 |
| 2022-12-31 | $574k | 6.8k | 84.76 |
| 2022-09-30 | $365k | 5.2k | 70.83 |