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Wp Carey shares owned by Northwest Financial Advisors

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Northwest Financial Advisors from 13F filings

Historical chart of Northwest Financial Advisors investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $115k 2.0k 56.44
2023-12-31 $132k 2.0k 64.81

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Top funds holding Wp Carey

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Cohen & Steers Capital Management
Massachusetts Financial Services
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Morgan Stanley
Northern Trust
Balyasny Asset Management
Jpmorgan Chase & Co

View all funds holding Wp Carey