WP CAREY INC

Ticker: WPC CUSIP: 92936U109 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 13,565 Value ($000) $873 Avg Close — Range —
Q3 2025
Shares 8,822 Value ($000) $596 Avg Close — Range —
Q2 2025
Shares 9,272 Value ($000) $578 Avg Close — Range —
Q1 2025
Shares 9,167 Value ($000) $578 Avg Close — Range —
Q4 2024
Shares 7,074 Value ($000) $385 Avg Close — Range —
Q3 2024
Shares 8,285 Value ($000) $516 Avg Close — Range —
Q2 2024
Shares 7,940 Value ($000) $437 Avg Close — Range —
Q1 2024
Shares 7,705 Value ($000) $435 Avg Close — Range —