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Wp Carey shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 3.7k 59.57
2024-06-30 $213k 3.7k 58.25
2024-03-31 $201k 3.8k 53.32
2023-12-31 $244k 3.8k 64.82
2023-09-30 $262k 4.9k 53.63
2023-06-30 $547k 8.0k 68.54
2023-03-31 $578k 8.0k 72.40
2022-12-31 $676k 8.0k 84.76
2022-09-30 $587k 8.0k 73.59
2022-06-30 $423k 4.8k 87.56
2022-03-31 $385k 4.8k 79.69
2021-12-31 $390k 4.8k 80.73
2021-09-30 $372k 4.8k 77.00
2021-06-30 $380k 4.8k 78.66
2021-03-31 $341k 4.7k 72.08
2020-12-31 $321k 4.7k 67.85
2020-09-30 $302k 4.7k 63.83
2020-06-30 $346k 4.7k 73.13
2020-03-31 $268k 4.5k 59.15
2019-12-31 $360k 4.3k 83.31
2019-09-30 $397k 4.8k 83.39