Naviter Wealth »

Wp Carey shares owned by Naviter Wealth

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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