WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 300,021 Value ($000) $19,309 Avg Close Range
Q3 2025
Shares 293,304 Value ($000) $19,819 Avg Close Range
Q2 2025
Shares 253,957 Value ($000) $15,842 Avg Close Range
Q1 2025
Shares 248,281 Value ($000) $15,669 Avg Close Range
Q4 2024
Shares 242,277 Value ($000) $13,199 Avg Close Range
Q3 2024
Shares 239,578 Value ($000) $14,926 Avg Close Range
Q2 2024
Shares 208,281 Value ($000) $11,466 Avg Close Range
Q1 2024
Shares 217,018 Value ($000) $12,248 Avg Close Range
Q4 2023
Shares 217,133 Value ($000) $14,072 Avg Close Range
Q3 2023
Shares 165,753 Value ($000) $8,964 Avg Close Range
Q2 2023
Shares 161,110 Value ($000) $10,885 Avg Close Range
Q1 2023
Shares 158,007 Value ($000) $12,238 Avg Close Range
Q4 2022
Shares 155,757 Value ($000) $12,172 Avg Close Range
Q3 2022
Shares 152,677 Value ($000) $10,657 Avg Close Range
Q2 2022
Shares 147,135 Value ($000) $12,192 Avg Close Range
Q1 2022
Shares 141,209 Value ($000) $11,415 Avg Close Range
Q4 2021
Shares 147,640 Value ($000) $12,114 Avg Close Range
Q3 2021
Shares 141,694 Value ($000) $10,349 Avg Close Range
Q2 2021
Shares 138,562 Value ($000) $10,340 Avg Close Range
Q1 2021
Shares 133,137 Value ($000) $9,421 Avg Close Range
Q4 2020
Shares 127,322 Value ($000) $8,986 Avg Close Range