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Wp Carey shares owned by Swp Financial

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Swp Financial from 13F filings

Historical chart of Swp Financial investment in Wp Carey

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All positions including Wp Carey held by Swp Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 4.2k 62.30
2024-06-30 $240k 4.4k 55.05
2024-03-31 $343k 6.1k 56.44
2023-12-31 $378k 5.8k 64.81

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

Top funds holding Wp Carey

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Cohen & Steers Capital Management
Massachusetts Financial Services
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Morgan Stanley
Northern Trust
Balyasny Asset Management
Jpmorgan Chase & Co

View all funds holding Wp Carey