Frank Rimerman Advisors’s W.P. Carey WPC Stock Holding History

Frank Rimerman Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Buy
2025 Q1	$1.22M	Buy
2024 Q4	$403K	Buy
2024 Q3	$453K	Sell
2024 Q2	$929K	Buy