Wp Carey shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $732k | 11k | 67.57 |
| 2025-06-30 | $721k | 12k | 62.38 |
| 2025-03-31 | $592k | 9.4k | 63.11 |
| 2024-12-31 | $540k | 9.9k | 54.48 |
| 2024-09-30 | $545k | 8.7k | 62.30 |
| 2024-06-30 | $974k | 18k | 55.05 |
| 2024-03-31 | $10M | 181k | 56.44 |
| 2023-12-31 | $10M | 155k | 64.81 |
| 2023-09-30 | $8.6M | 159k | 54.08 |
| 2023-06-30 | $5.5M | 81k | 67.56 |
| 2023-03-31 | $12M | 153k | 77.45 |
| 2022-12-31 | $24M | 276k | 85.01 |
| 2022-09-30 | $22M | 272k | 79.06 |
| 2022-03-31 | $17M | 214k | 80.77 |
More positions owned by WealthPlan Investment Management
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