SEC 13F Intelligence

Surevest, LLC / WPC

Surevest, LLC’s Wp Carey Inc Position

Does Surevest, LLC own Wp Carey Inc (WPC)? Yes — 67.0K shares worth $5M (+1.27% of its 13F portfolio) as of Q3 2022, up from 64.3K shares the prior filed quarter.

Position Value
$5M
Q3 2022
Shares
67.0K
% of Portfolio
+1.27%
Quarters Held
6
currently held

Position History WPC

Reported value by quarter
Q2 ’21: $5MQ2 ’21Q3 ’21: $5MQ3 ’21Q4 ’21: $6MQ4 ’21Q1 ’22: $5MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202267.0K$5M+1.27%
Q2 202264.3K$5M+1.40%
Q1 202260.7K$5M+1.18%
Q4 202169.4K$6M+1.35%
Q3 202169.5K$5M+1.28%
Q2 202161.0K$5M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of WPC.