Wp Carey shares owned by Summit Wealth Group
Historical chart of Summit Wealth Group investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wp Carey by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 5.0k | 67.57 |
| 2025-06-30 | $310k | 5.0k | 62.39 |
| 2025-03-31 | $313k | 5.0k | 63.18 |
| 2024-12-31 | $269k | 4.9k | 54.46 |
| 2024-09-30 | $314k | 5.0k | 62.22 |
| 2024-06-30 | $278k | 5.0k | 55.08 |
| 2024-03-31 | $285k | 5.0k | 56.47 |
| 2023-12-31 | $327k | 5.0k | 64.79 |
| 2023-09-30 | $273k | 5.0k | 54.09 |
| 2023-06-30 | $341k | 5.0k | 67.56 |
| 2023-03-31 | $5.0k | 384k | 0.01 |
| 2022-12-31 | $387k | 5.0k | 78.13 |
| 2022-09-30 | $346k | 5.0k | 69.86 |
| 2022-06-30 | $393k | 4.7k | 82.89 |
| 2022-03-31 | $383k | 4.7k | 80.78 |
| 2021-12-31 | $389k | 4.7k | 82.05 |
| 2021-06-30 | $354k | 4.7k | 74.67 |
| 2021-03-31 | $378k | 5.3k | 70.79 |
| 2020-12-31 | $377k | 5.3k | 70.60 |
| 2020-09-30 | $348k | 5.3k | 65.17 |
| 2020-06-30 | $361k | 5.3k | 67.60 |
| 2020-03-31 | $310k | 5.3k | 58.05 |
| 2019-12-31 | $427k | 5.3k | 79.96 |