SPC
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Sigma Planning Corp’s W.P. Carey WPC Stock Holding History

Sigma Planning Corp’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Sell
4,986
-820
-14% -$57.5K 0.01% 1002
2025
Q4 		$374K Buy
5,806
+13
+0.2% +$866 0.01% 923
2025
Q3 		$391K Sell
5,793
-832
-13% -$54.5K 0.01% 913
2025
Q2 		$413K Sell
6,625
-171
-3% -$10.5K 0.01% 861
2025
Q1 		$429K Sell
6,796
-237
-3% -$14K 0.01% 795
2024
Q4 		$383K Sell
7,033
-1,128
-14% -$64.3K 0.01% 835
2024
Q3 		$508K Sell
8,161
-2,155
-21% -$128K 0.02% 741
2024
Q2 		$568K Sell
10,316
-2,160
-17% -$122K 0.02% 678
2024
Q1 		$704K Buy
12,476
+6,445
+107% +$386K 0.02% 625
2023
Q4 		$391K Sell
6,031
-8,169
-58% -$471K 0.03% 539
2023
Q3 		$752K Sell
14,200
-1,104
-7% -$70.7K 0.03% 555
2023
Q2 		$1.01M Sell
15,304
-3,378
-18% -$235K 0.04% 450
2023
Q1 		$1.42M Sell
18,682
-1,106
-6% -$88.1K 0.05% 395
2022
Q4 		$1.51M Sell
19,788
-3,480
-15% -$261K 0.05% 354
2022
Q3 		$1.59M Buy
23,268
+10,578
+83% +$866K 0.06% 315
2022
Q2 		$1.03M Buy
12,690
+501
+4% +$40.4K 0.04% 451
2022
Q1 		$965K Buy
12,189
+71
+0.6% +$5.45K 0.03% 557
2021
Q4 		$974K Sell
12,118
-190
-2% -$14.5K 0.03% 555
2021
Q3 		$881K Sell
12,308
-1,963
-14% -$149K 0.03% 592
2021
Q2 		$1.04M Buy
14,271
+398
+3% +$29.1K 0.03% 544
2021
Q1 		$962K Sell
13,873
-117
-0.8% -$7.84K 0.03% 512
2020
Q4 		$967K Sell
13,990
-615
-4% -$41.1K 0.03% 450
2020
Q3 		$932K Sell
14,605
-421
-3% -$28.4K 0.04% 422
2020
Q2 		$996K Sell
15,026
-8,106
-35% -$504K 0.04% 396
2020
Q1 		$1.32M Sell
23,132
-3,727
-14% -$283K 0.08% 266
2019
Q4 		$2.11M Sell
26,859
-37,820
-58% -$3.17M 0.09% 230
2019
Q3 		$5.67M Buy
64,679
+30,459
+89% +$2.6M 0.27% 70
2019
Q2 		$2.72M Sell
34,220
-1,233
-3% -$97.7K 0.14% 168
2019
Q1 		$2.72M Sell
35,453
-3,143
-8% -$226K 0.15% 154
2018
Q4 		$2.47M Buy
38,596
+22,313
+137% +$1.45M 0.18% 123
2018
Q3 		$1.03M Buy
16,283
+1,242
+8% +$79.9K 0.06% 296
2018
Q2 		$978K Buy
15,041
+1,401
+10% +$88.8K 0.07% 290
2018
Q1 		$828K Sell
13,640
-752
-5% -$46.3K 0.06% 306
2017
Q4 		$971K Buy
14,392
+1,138
+9% +$77.9K 0.07% 271
2017
Q3 		$875K Buy
13,254
+6,402
+93% +$426K 0.07% 277
2017
Q2 		$443K Buy
6,852
+1,462
+27% +$92.4K 0.04% 443
2017
Q1 		$329K Sell
5,390
-1,815
-25% -$110K 0.03% 543
2016
Q4 		$417K Buy
7,205
+871
+14% +$50.9K 0.05% 404
2016
Q3 		$400K Buy
6,334
+987
+18% +$65.9K 0.05% 413
2016
Q2 		$364K Buy
5,347
+31
+0.6% +$1.95K 0.05% 419
2016
Q1 		$324K Buy
5,316
+190
+4% +$10.8K 0.04% 428
2015
Q4 		$296K Buy
+5,126
New +$307K 0.04% 461
2015
Q1 		– Sell
-3,047
Closed -$209K – 792
2014
Q4 		$209K Buy
+3,047
New +$201K 0.03% 620

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sigma Planning Corp's WPC Position: Q1 2026 in Review

Sigma Planning Corp reduced its W.P. Carey (WPC) stake by 14% in Q1 2026, selling an estimated $57.5K and leaving 4,986 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1002.

Sigma Planning Corp first reported a position in WPC in Q4 2014 and has held it in 43 quarters since. The position peaked at $5.67M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Sigma Planning Corp held 4,986 shares of W.P. Carey worth $339K as of Q1 2026.
  • Sigma Planning Corp sold 820 W.P. Carey shares in Q1 2026, an estimated $57.5K.
  • W.P. Carey made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1002 holding.
  • Sigma Planning Corp first reported a position in W.P. Carey in Q4 2014 and has held it in 43 quarters since.
  • Sigma Planning Corp's W.P. Carey position peaked at $5.67M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.