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WealthPlan Investment Management, LLC
> WPC
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | W. P. Carey Inc. | WPC | 80,954 | -72,433 | 5,469,265,000 | -6,410,523,000 | $67,560.16 |
| 03/31/2023 | W. P. Carey Inc. | WPC | 153,387 | -60,690 | 11,879,788,000 | 11,862,497,000 | $77,449.77 |
| 03/31/2022 | W. P. Carey Inc. | WPC | 214,077 | 214,077 | 17,291,000 | 17,291,000 | $80.77 |
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