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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

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $3.4M 61k 56.44
2023-12-31 $3.9M 61k 64.81

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Simon Property (SPG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Global Tech Etf (IXN)
Wp Carey (WPC)

View all positions for New Insight Wealth Advisors

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Morgan Stanley

View all funds holding Wp Carey