Surevest, LLC
- SEC CIK
- 0001593842
- Latest filing
- Nov 14, 2022
WPC holding history
W. P. Carey Inc. in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WPC overviewAll 13F holders of WPCFull Q3 2022 holdings
- Shares (Q3 2022)
- 66,978
- Value
- $4.67M
- % of portfolio
- 1.3%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 66,978 | $4.67M | 1.3% | +2,693+4.2% | Added | Holders |
| Q2 2022 | 64,285 | $5.33M | 1.4% | +3,558+5.9% | Added | Holders |
| Q1 2022 | 60,727 | $4.91M | 1.2% | −8,631−12.4% | Reduced | Holders |
| Q4 2021 | 69,358 | $5.69M | 1.3% | −158−0.2% | Reduced | Holders |
| Q3 2021 | 69,516 | $5.08M | 1.3% | +8,498+13.9% | Added | Holders |
| Q2 2021 | 61,018 | $4.55M | 1.2% | +61,018 | New | Holders |