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Wp Carey shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.9M 143k 55.05
2024-03-31 $7.8M 138k 56.44
2023-12-31 $9.5M 146k 64.81
2023-09-30 $8.0M 147k 54.08
2023-06-30 $2.9M 43k 67.56
2023-03-31 $3.5M 46k 77.45

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Wp Carey

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Cohen & Steers Capital Management
Massachusetts Financial Services
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Bank of New York Mellon
Morgan Stanley
Northern Trust
Balyasny Asset Management
Jpmorgan Chase & Co

View all funds holding Wp Carey