Wp Carey shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 3.7k | 68.42 |
| 2025-06-30 | $263k | 4.2k | 62.38 |
| 2025-03-31 | $267k | 4.2k | 63.11 |
| 2024-12-31 | $255k | 4.7k | 54.48 |