SignatureFD’s W.P. Carey WPC Stock Holding History

SignatureFD’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	Buy	4,987 +568	+13%	+$39.8K	0.01%	753
2025 Q4	$284K	Buy	4,419 +64	+1%	+$4.26K	﹤0.01%	808
2025 Q3	$294K	Buy	4,355 +63	+1%	+$4.12K	﹤0.01%	783
2025 Q2	$268K	Sell	4,292 -17	-0.4%	-$1.05K	﹤0.01%	779
2025 Q1	$272K	Buy	4,309 +67	+2%	+$3.97K	0.01%	753
2024 Q4	$231K	Sell	4,242 -1,794	-30%	-$102K	﹤0.01%	805
2024 Q3	$376K	Sell	6,036 -739	-11%	-$43.8K	0.01%	613
2024 Q2	$373K	Sell	6,775 -460	-6%	-$25.9K	0.01%	592
2024 Q1	$408K	Sell	7,235 -106	-1%	-$6.34K	0.01%	577
2023 Q4	$476K	Buy	7,341 +2,806	+62%	+$162K	0.01%	490
2023 Q3	$240K	Buy	4,535 +1,696	+60%	+$109K	0.01%	674
2023 Q2	$188K	Sell	2,839 -451	-14%	-$31.4K	﹤0.01%	783
2023 Q1	$250K	Buy	3,290 +258	+9%	+$20.6K	0.01%	648
2022 Q4	$232K	Sell	3,032 -958	-24%	-$72K	0.01%	648
2022 Q3	$273K	Sell	3,990 -334	-8%	-$27.3K	0.01%	568
2022 Q2	$351K	Buy	4,324 +440	+11%	+$35.5K	0.01%	477
2022 Q1	$308K	Buy	3,884 +485	+14%	+$37.2K	0.01%	570
2021 Q4	$273K	Buy	3,399 +620	+22%	+$47.5K	0.01%	600
2021 Q3	$199K	Buy	2,779 +325	+13%	+$24.7K	0.01%	687
2021 Q2	$179K	Buy	2,454 +772	+46%	+$56.5K	0.01%	714
2021 Q1	$117K	Buy	1,682 +273	+19%	+$18.3K	0.01%	802
2020 Q4	$97K	Buy	1,409 +229	+19%	+$15.3K	﹤0.01%	798
2020 Q3	$75K	Buy	1,180 +158	+15%	+$10.6K	﹤0.01%	812
2020 Q2	$68K	Sell	1,022 -2,686	-72%	-$167K	﹤0.01%	835
2020 Q1	$211K	Sell	3,708 -778	-17%	-$59K	0.02%	399
2019 Q4	$352K	Sell	4,486 -293	-6%	-$24.6K	0.03%	317
2019 Q3	$419K	Buy	4,779 +382	+9%	+$32.5K	0.03%	237
2019 Q2	$350K	Sell	4,397 -53	-1%	-$4.2K	0.03%	243
2019 Q1	$341K	Buy	4,450 +3,385	+318%	+$244K	0.03%	244
2018 Q4	$68K	Buy	1,065 +176	+20%	+$11.5K	0.01%	731
2018 Q3	$56K	Buy	889 +17	+2%	+$1.09K	0.01%	837
2018 Q2	$57K	Buy	872 +209	+32%	+$13.2K	0.01%	813
2018 Q1	$40K	Buy	+663	New	+$40.8K	﹤0.01%	818
2016 Q3	–	Sell	-204	Closed	-$14K	–	1650
2016 Q2	$14K	Sell	204 -179	-47%	-$11.2K	﹤0.01%	832
2016 Q1	$23K	Buy	383 +128	+50%	+$7.27K	﹤0.01%	632
2015 Q4	$15K	Buy	+255	New	+$15.3K	﹤0.01%	645
2015 Q3	–	Sell	-233	Closed	-$13K	–	1381
2015 Q2	$13K	Buy	+233	New	+$14.6K	﹤0.01%	566
2013 Q4	–	Sell	-450	Closed	-$29K	–	814
2013 Q3	$29K	Hold	450	–	–	0.01%	285
2013 Q2	$29K	Buy	+450	New	+$30.6K	0.02%	224

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SignatureFD's WPC Position: Q1 2026 in Review

SignatureFD increased its W.P. Carey (WPC) stake by 13% in Q1 2026, buying an estimated $39.8K and bringing the position to 4,987 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #753.

SignatureFD first reported a position in WPC in Q2 2013 and has held it in 39 quarters since. The position peaked at $476K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

SignatureFD held 4,987 shares of W.P. Carey worth $339K as of Q1 2026.
SignatureFD bought 568 W.P. Carey shares in Q1 2026, an estimated $39.8K.
W.P. Carey made up 0.01% of SignatureFD's portfolio in Q1 2026, its #753 holding.
SignatureFD first reported a position in W.P. Carey in Q2 2013 and has held it in 39 quarters since.
SignatureFD's W.P. Carey position peaked at $476K in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.