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Wp Carey shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 3.8k 64.36
2025-06-30 $204k 3.2k 63.28

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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Massachusetts Financial Services
Invesco
Dimensional Fund Advisors
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Northern Trust
Bank of New York Mellon
Ubs Global Asset Management Americas
Equity Investment Corp Acquisition

View all funds holding Wp Carey