Wp Carey shares owned by Symphony Financial
Historical chart of Symphony Financial investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wp Carey by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 4.3k | 67.25 |
| 2025-06-30 | $267k | 4.3k | 62.28 |
| 2024-12-31 | $224k | 3.9k | 56.87 |
| 2024-09-30 | $352k | 5.6k | 62.74 |
| 2024-06-30 | $311k | 5.6k | 55.65 |
| 2024-03-31 | $314k | 5.6k | 56.44 |
| 2023-12-31 | $373k | 5.6k | 67.00 |
| 2023-09-30 | $296k | 5.5k | 53.48 |
| 2023-06-30 | $458k | 6.8k | 67.55 |
| 2023-03-31 | $543k | 7.0k | 77.10 |
| 2022-12-31 | $556k | 7.0k | 79.13 |
| 2022-09-30 | $482k | 7.0k | 68.84 |
| 2022-06-30 | $454k | 5.4k | 83.93 |
| 2022-03-31 | $453k | 5.5k | 81.68 |
| 2021-12-31 | $330k | 4.1k | 81.34 |
| 2021-09-30 | $300k | 4.1k | 73.95 |
| 2021-06-30 | $305k | 4.1k | 75.18 |
| 2021-03-31 | $311k | 4.3k | 72.43 |
| 2020-12-31 | $276k | 4.1k | 68.03 |
| 2020-09-30 | $264k | 4.1k | 65.07 |
| 2020-06-30 | $264k | 3.9k | 67.62 |