Wp Carey shares owned by Private Advisory
Historical chart of Private Advisory investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $212k | 3.4k | 62.38 |
| 2025-03-31 | $336k | 5.3k | 63.11 |
| 2024-12-31 | $290k | 5.3k | 54.48 |
| 2024-09-30 | $331k | 5.3k | 62.30 |
| 2022-06-30 | $212k | 2.6k | 83.01 |
| 2022-03-31 | $206k | 2.6k | 80.66 |
| 2021-12-31 | $210k | 2.6k | 82.22 |
| 2020-03-31 | $223k | 3.8k | 58.06 |
| 2019-12-31 | $968k | 12k | 80.01 |
| 2019-09-30 | $653k | 7.3k | 89.48 |
| 2019-06-30 | $722k | 8.9k | 81.14 |