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
Tip: Access up to 7 years of quarterly data
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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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 |