SummitTX Capital’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	–	Sell	-8,361	Closed	-$528K	–	1035
2025 Q1	$528K	Buy	+8,361	New	+$528K	0.02%	537