Cassady Schiller Wealth Management »

Wp Carey shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Wp Carey

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wp Carey by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 740 56.44
2023-12-31 $48k 740 64.81
2023-09-30 $40k 740 54.08
2023-06-30 $50k 740 67.56

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Cintas Corporation (CTAS)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Us Bancorp Del Com New (USB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Cassady Schiller Wealth Management

Top funds holding Wp Carey

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Massachusetts Financial Services
Bank of New York Mellon
Charles Schwab Investment Management
Daiwa Securities Group
PGGM Vermogensbeheer B.V.
Ubs Global Asset Management Americas
Morgan Stanley
Northern Trust

View all funds holding Wp Carey