Stoneridge Investment Partners’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-27,163	Closed	-$1.48M	–	161
2024 Q4	$1.48M	Hold	27,163	–	–	0.53%	54
2024 Q3	$1.69M	Buy	+27,163	New	+$1.69M	0.63%	49