Wp Carey shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wp Carey by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $390k | 6.9k | 56.44 |
| 2023-12-31 | $513k | 7.9k | 64.81 |
| 2023-09-30 | $428k | 7.9k | 54.08 |
| 2023-06-30 | $534k | 7.9k | 67.56 |
| 2023-03-31 | $612k | 7.9k | 77.45 |
| 2022-12-31 | $618k | 7.9k | 78.15 |
| 2022-09-30 | $580k | 8.3k | 69.82 |
| 2022-06-30 | $693k | 8.4k | 82.86 |
| 2022-03-31 | $672k | 8.3k | 80.90 |
| 2021-12-31 | $682k | 8.3k | 82.10 |
| 2021-09-30 | $534k | 7.3k | 73.08 |
| 2021-06-30 | $560k | 7.5k | 74.60 |
| 2021-03-31 | $366k | 5.2k | 70.79 |
| 2020-12-31 | $353k | 5.0k | 70.60 |
| 2020-09-30 | $209k | 3.2k | 65.31 |
| 2020-06-30 | $284k | 4.2k | 67.62 |
| 2020-03-31 | $244k | 4.2k | 58.10 |
| 2019-12-31 | $336k | 4.2k | 80.00 |
| 2019-09-30 | $376k | 4.2k | 89.52 |
| 2019-06-30 | $260k | 3.2k | 81.25 |
| 2019-03-31 | $251k | 3.2k | 78.44 |
| 2018-12-31 | $209k | 3.2k | 65.31 |
| 2018-09-30 | $206k | 3.2k | 64.38 |
| 2018-06-30 | $219k | 3.3k | 66.36 |
| 2018-03-31 | $205k | 3.3k | 62.12 |
| 2017-12-31 | $276k | 4.0k | 69.00 |
| 2017-09-30 | $270k | 4.0k | 67.50 |
| 2017-06-30 | $271k | 4.1k | 66.10 |
| 2017-03-31 | $230k | 3.7k | 62.16 |
| 2016-09-30 | $458k | 7.1k | 64.51 |
| 2016-06-30 | $465k | 6.7k | 69.40 |
| 2015-03-31 | $150k | 2.2k | 68.18 |
| 2014-12-31 | $63k | 900 | 70.00 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors