WCG Wealth Advisors »

Wp Carey shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wp Carey by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 17k 62.27
2024-06-30 $1.1M 21k 55.06
2024-03-31 $1.2M 21k 56.45
2023-12-31 $1.3M 21k 64.81
2023-09-30 $1.2M 23k 54.06