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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
2024-03-31 $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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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Wp Carey

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

View all funds holding Wp Carey