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Signal Advisors Wealth’s W.P. Carey WPC Stock Holding History

Signal Advisors Wealth’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 		$959K Buy
14,111
+1,732
+14% +$121K 0.07% 241
2025
Q4 		$797K Buy
12,379
+2,935
+31% +$195K 0.06% 231
2025
Q3 		$638K Buy
+9,444
New +$618K 0.06% 236

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

Signal Advisors Wealth's WPC Position: Q1 2026 in Review

Signal Advisors Wealth increased its W.P. Carey (WPC) stake by 14% in Q1 2026, buying an estimated $121K and bringing the position to 14,111 shares worth $959K. The position accounts for 0.07% of the portfolio, ranked #241.

Signal Advisors Wealth first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Signal Advisors Wealth held 14,111 shares of W.P. Carey worth $959K as of Q1 2026.
  • Signal Advisors Wealth bought 1,732 W.P. Carey shares in Q1 2026, an estimated $121K.
  • W.P. Carey made up 0.07% of Signal Advisors Wealth's portfolio in Q1 2026, its #241 holding.
  • Signal Advisors Wealth first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.