Wp Carey shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 44k | 54.48 |
| 2024-09-30 | $2.8M | 45k | 62.30 |
| 2024-06-30 | $2.6M | 47k | 55.05 |
| 2024-03-31 | $2.7M | 48k | 56.44 |
| 2023-12-31 | $3.1M | 48k | 64.81 |
| 2017-12-31 | $181k | 875 | 206.86 |
| 2017-09-30 | $58k | 875 | 66.29 |
| 2017-06-30 | $57k | 874 | 65.22 |
| 2017-03-31 | $54k | 874 | 61.78 |
| 2016-12-31 | $51k | 874 | 58.35 |
| 2016-09-30 | $56k | 877 | 63.85 |
| 2016-06-30 | $60k | 877 | 68.42 |
| 2016-03-31 | $54k | 877 | 61.57 |
| 2015-12-31 | $51k | 877 | 58.15 |
More positions owned by Summit Investment Advisors
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