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Wp Carey shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wp Carey by Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 3.9k 67.58
2025-03-31 $241k 3.8k 63.11
2024-12-31 $2.3k 4.3k 0.54

More positions owned by Wealth Management Strategies

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

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