Wp Carey shares owned by New Insight Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by New Insight Wealth Advisors
from 13F filings
Historical chart of New Insight Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by New Insight Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 26k | 64.36 |
| 2025-09-30 | $2.0M | 30k | 67.57 |
| 2025-06-30 | $2.4M | 38k | 62.38 |
| 2025-03-31 | $2.5M | 40k | 63.11 |
| 2024-12-31 | $2.7M | 50k | 54.48 |
| 2024-09-30 | $3.3M | 54k | 62.30 |
| 2024-06-30 | $3.2M | 59k | 55.05 |
| 2024-03-31 | $3.4M | 61k | 56.44 |
| 2023-12-31 | $3.9M | 61k | 64.81 |
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