WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 8,600 Value ($000) $554 Avg Close Range
Q3 2025
Shares 10,829 Value ($000) $732 Avg Close Range
Q2 2025
Shares 11,558 Value ($000) $721 Avg Close Range
Q1 2025
Shares 9,378 Value ($000) $592 Avg Close Range
Q4 2024
Shares 9,911 Value ($000) $540 Avg Close Range
Q3 2024
Shares 8,746 Value ($000) $545 Avg Close Range
Q2 2024
Shares 17,693 Value ($000) $974 Avg Close Range
Q1 2024
Shares 180,923 Value ($000) $10,211 Avg Close Range
Q4 2023
Shares 154,911 Value ($000) $10,040 Avg Close Range
Q3 2023
Shares 158,762 Value ($000) $8,586 Avg Close Range
Q2 2023
Shares 80,954 Value ($000) $5,469 Avg Close Range
Q1 2023
Shares 153,387 Value ($000) $11,880 Avg Close Range
Q4 2022
Shares 275,862 Value ($000) $23,451 Avg Close Range
Q3 2022
Shares 271,993 Value ($000) $21,504 Avg Close Range
Q1 2022
Shares 214,077 Value ($000) $17,291 Avg Close Range