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Wp Carey shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in Wp Carey

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All positions including Wp Carey held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2023-12-31 $274k 4.2k 64.82

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

Top funds holding Wp Carey

Vanguard Group
Jpmorgan Chase & Co
Legal & General Group
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Norges Bank Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Commonwealth Equity Services
CalPERS
UBS Group
Equity Investment Corp Acquisition

View all funds holding Wp Carey