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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Quarterly reported holdings in Wp Carey by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 3.7k | 67.58 |
| 2025-06-30 | $229k | 3.7k | 62.38 |
| 2025-03-31 | $231k | 3.7k | 63.12 |
| 2024-12-31 | $199k | 3.7k | 54.48 |
| 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 |