Wp Carey shares owned by SOA Wealth Advisors
Historical chart of SOA Wealth Advisors investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by SOA Wealth 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $164k | 2.4k | 67.56 |
| 2025-06-30 | $151k | 2.4k | 62.38 |
| 2025-03-31 | $150k | 2.4k | 63.11 |
| 2024-12-31 | $129k | 2.4k | 54.48 |
| 2024-09-30 | $147k | 2.4k | 62.29 |
| 2024-06-30 | $129k | 2.3k | 55.05 |
| 2024-03-31 | $167k | 3.0k | 56.44 |
| 2023-12-31 | $4.8M | 74k | 64.81 |
| 2023-09-30 | $4.3M | 79k | 54.08 |
| 2023-06-30 | $5.8M | 86k | 67.56 |
| 2023-03-31 | $6.9M | 89k | 77.45 |
| 2022-12-31 | $6.9M | 89k | 78.15 |
| 2022-09-30 | $6.3M | 91k | 69.80 |
| 2022-06-30 | $4.3M | 52k | 82.85 |
| 2022-03-31 | $4.2M | 52k | 80.82 |
| 2021-12-31 | $4.3M | 53k | 81.98 |
| 2021-09-30 | $3.8M | 53k | 73.03 |
| 2021-06-30 | $3.9M | 52k | 74.61 |
| 2021-03-31 | $4.1M | 57k | 70.75 |
| 2020-12-31 | $4.0M | 59k | 68.88 |