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Wp Carey shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in Wp Carey

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

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Quarterly reported holdings in Wp Carey by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 19k 56.44
2023-12-31 $1.2M 18k 64.81
2023-09-30 $769k 14k 54.07
2023-06-30 $963k 14k 67.56
2023-03-31 $1.0M 13k 77.45
2022-09-30 $1.1M 15k 69.80
2022-06-30 $1.2M 14k 82.83
2022-03-31 $1.2M 14k 80.86
2021-12-31 $1.2M 14k 82.08
2021-09-30 $1.1M 15k 73.06
2021-06-30 $954k 13k 74.65
2021-03-31 $762k 11k 70.79
2020-12-31 $547k 7.8k 70.58
2020-09-30 $396k 6.1k 65.16
2020-06-30 $330k 4.9k 67.58
2019-12-31 $252k 3.1k 80.03
2019-09-30 $275k 3.1k 89.58
2019-06-30 $305k 3.8k 81.01
2019-03-31 $531k 4.2k 126.49
2018-12-31 $254k 3.9k 65.63
2018-09-30 $760k 52k 14.64
2018-06-30 $995k 65k 15.23