Wp Carey shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 5.7k | 68.48 |
| 2025-03-31 | $253k | 4.0k | 64.00 |
| 2023-12-31 | $348k | 5.3k | 65.66 |
| 2023-09-30 | $494k | 9.0k | 55.15 |
| 2023-06-30 | $332k | 4.8k | 68.62 |