WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 4,996 Value ($000) $322 Avg Close Range
Q3 2025
Shares 4,983 Value ($000) $337 Avg Close Range
Q2 2025
Shares 4,969 Value ($000) $0 Avg Close Range
Q1 2025
Shares 4,954 Value ($000) $0 Avg Close Range
Q4 2024
Shares 4,939 Value ($000) $0 Avg Close Range
Q3 2024
Shares 5,047 Value ($000) $0 Avg Close Range
Q2 2024
Shares 5,047 Value ($000) $0 Avg Close Range
Q1 2024
Shares 5,047 Value ($000) $0 Avg Close Range
Q4 2023
Shares 5,047 Value ($000) $0 Avg Close Range
Q3 2023
Shares 5,047 Value ($000) $0 Avg Close Range
Q2 2023
Shares 5,047 Value ($000) $0 Avg Close Range
Q1 2023
Shares 383,610 Value ($000) $0 Avg Close Range
Q4 2022
Shares 4,953 Value ($000) $0 Avg Close Range
Q3 2022
Shares 4,953 Value ($000) $346 Avg Close Range
Q2 2022
Shares 4,741 Value ($000) $393 Avg Close Range
Q1 2022
Shares 4,741 Value ($000) $383 Avg Close Range
Q4 2021
Shares 4,741 Value ($000) $389 Avg Close Range
Q2 2021
Shares 4,741 Value ($000) $354 Avg Close Range
Q1 2021
Shares 5,340 Value ($000) $378 Avg Close Range
Q4 2020
Shares 5,340 Value ($000) $377 Avg Close Range
Q3 2020
Shares 5,340 Value ($000) $348 Avg Close Range
Q2 2020
Shares 5,340 Value ($000) $361 Avg Close Range
Q1 2020
Shares 5,340 Value ($000) $310 Avg Close Range
Q4 2019
Shares 5,340 Value ($000) $427 Avg Close Range