WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,149 Value ($000) $846 Avg Close Range
Q2 2025
Shares 10,080 Value ($000) $629 Avg Close Range
Q1 2025
Shares 9,499 Value ($000) $600 Avg Close Range
Q4 2024
Shares 12,637 Value ($000) $688 Avg Close Range
Q3 2024
Shares 8,549 Value ($000) $533 Avg Close Range
Q2 2024
Shares 5,220 Value ($000) $287 Avg Close Range
Q1 2024
Shares 5,474 Value ($000) $309 Avg Close Range
Q4 2023
Shares 5,048 Value ($000) $327 Avg Close Range
Q3 2023
Shares 5,684 Value ($000) $307 Avg Close Range
Q2 2023
Shares 614,659 Value ($000) $454 Avg Close Range
Q1 2023
Shares 24,211 Value ($000) $1,565 Avg Close Range
Q4 2022
Shares 11,250 Value ($000) $879 Avg Close Range
Q3 2022
Shares 12,878 Value ($000) $899 Avg Close Range
Q2 2022
Shares 15,068 Value ($000) $1,249 Avg Close Range
Q1 2022
Shares 14,651 Value ($000) $1,184 Avg Close Range
Q4 2021
Shares 16,068 Value ($000) $1,318 Avg Close Range
Q3 2021
Shares 17,480 Value ($000) $1,277 Avg Close Range
Q2 2021
Shares 33,676 Value ($000) $2,513 Avg Close Range
Q1 2021
Shares 41,811 Value ($000) $2,959 Avg Close Range
Q4 2018
Shares 3,317 Value ($000) $217 Avg Close Range