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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
Q2 		– Sell
-14,111
Closed -$959K – 681
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Signal Advisors Wealth's WPC Position: Q2 2026 in Review

Signal Advisors Wealth sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 14,111 shares — an estimated $959K sold.

Signal Advisors Wealth first reported a position in WPC in Q3 2025 and held it in 3 quarters. The position peaked at $959K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Signal Advisors Wealth reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Signal Advisors Wealth sold 14,111 W.P. Carey shares in Q2 2026, an estimated $959K.
  • Signal Advisors Wealth first reported a position in W.P. Carey in Q3 2025 and held it in 3 quarters.
  • Signal Advisors Wealth's W.P. Carey position peaked at $959K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.