Summit Trail Advisors’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 Q2	$275K	Sell	4,308 -953	-18%	-$60.9K	﹤0.01%	962
2025 Q1	$338K	Buy	5,261 +1,644	+45%	+$106K	0.01%	303
2024 Q4	$201K	Buy	+3,617	New	+$201K	0.01%	358