Wp Carey shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $277k | 4.4k | 62.30 |
| 2024-06-30 | $242k | 4.4k | 55.05 |
| 2024-03-31 | $247k | 4.4k | 56.44 |
| 2023-12-31 | $290k | 4.5k | 64.81 |
| 2023-09-30 | $242k | 4.5k | 54.08 |
| 2023-06-30 | $453k | 6.7k | 67.56 |
| 2023-03-31 | $520k | 6.7k | 77.45 |
| 2022-12-31 | $524k | 6.7k | 78.15 |
| 2022-09-30 | $475k | 6.8k | 69.79 |
| 2022-06-30 | $438k | 5.3k | 82.95 |
| 2022-03-31 | $429k | 5.3k | 80.76 |
| 2021-12-31 | $253k | 3.1k | 82.20 |
| 2021-09-30 | $251k | 3.4k | 73.07 |
| 2021-06-30 | $243k | 3.4k | 70.76 |
| 2021-03-31 | $243k | 3.4k | 70.76 |
| 2020-12-31 | $217k | 3.1k | 70.52 |