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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

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Quarterly reported holdings in Wp Carey by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 21k 64.81
2023-09-30 $1.2M 23k 54.06

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View all positions for WCG Wealth Advisors

Top funds holding Wp Carey

Vanguard Group
Jpmorgan Chase & Co
Legal & General Group
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Norges Bank Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Commonwealth Equity Services
CalPERS
UBS Group
Balyasny Asset Management

View all funds holding Wp Carey