Wp Carey shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 240k | 62.30 |
| 2024-06-30 | $12M | 208k | 55.05 |
| 2024-03-31 | $12M | 217k | 56.44 |
| 2023-12-31 | $14M | 217k | 64.81 |
| 2023-09-30 | $9.0M | 166k | 54.08 |
| 2023-06-30 | $11M | 161k | 67.56 |
| 2023-03-31 | $12M | 158k | 77.45 |
| 2022-12-31 | $12M | 156k | 78.15 |
| 2022-09-30 | $11M | 153k | 69.80 |
| 2022-06-30 | $12M | 147k | 82.86 |
| 2022-03-31 | $11M | 141k | 80.84 |
| 2021-12-31 | $12M | 148k | 82.05 |
| 2021-09-30 | $10M | 142k | 73.04 |
| 2021-06-30 | $10M | 139k | 74.62 |
| 2021-03-31 | $9.4M | 133k | 70.76 |
| 2020-12-31 | $9.0M | 127k | 70.58 |