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Wp Carey shares owned by Waldron

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

Historical chart of Waldron investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 30k 68.48
2025-06-30 $1.9M 30k 63.28
2025-03-31 $1.9M 30k 64.00

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

Top funds holding Wp Carey

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Invesco
Massachusetts Financial Services
Dimensional Fund Advisors
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Bank of New York Mellon
Morgan Stanley
Equity Investment Corp Acquisition
UBS Group

View all funds holding Wp Carey