Waldron Private Wealth’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	$1.9M	Hold	30,074	–	–	0.08%	90
2025 Q1	$1.92M	Buy	+30,074	New	+$1.92M	0.09%	86