WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 20,441 Value ($000) $1,334 Avg Close — Range —
Q3 2025
Shares 21,279 Value ($000) $1,438 Avg Close — Range —
Q2 2025
Shares 20,977 Value ($000) $1,327 Avg Close — Range —
Q1 2025
Shares 19,294 Value ($000) $1,218 Avg Close — Range —
Q4 2024
Shares 17,457 Value ($000) $966 Avg Close — Range —
Q3 2024
Shares 17,980 Value ($000) $1,136 Avg Close — Range —
Q2 2024
Shares 21,387 Value ($000) $1,196 Avg Close — Range —
Q1 2024
Shares 9,850 Value ($000) $564 Avg Close — Range —