Signet Financial Management’s W.P. Carey WPC Stock Holding History

Signet Financial Management’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
2025 Q4	–	Sell	-39,551	Closed	-$2.67M	–	300
2025 Q3	$2.67M	Buy	39,551 +58	+0.1%	+$3.8K	0.31%	100
2025 Q2	$2.46M	Sell	39,493 -70	-0.2%	-$4.31K	0.31%	101
2025 Q1	$2.5M	Buy	39,563 +3,919	+11%	+$232K	0.34%	99
2024 Q4	$1.94M	Buy	+35,644	New	+$2.03M	0.25%	118
2022 Q1	–	Sell	-167	Closed	-$13K	–	1348
2021 Q4	$13K	Buy	+167	New	+$12.8K	﹤0.01%	1001

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Signet Financial Management's WPC Position: Q4 2025 in Review

Signet Financial Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 39,551 shares — an estimated $2.67M sold.

Signet Financial Management first reported a position in WPC in Q4 2021 and held it in 5 quarters. The position peaked at $2.67M in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Signet Financial Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Signet Financial Management sold 39,551 W.P. Carey shares in Q4 2025, an estimated $2.67M.
Signet Financial Management first reported a position in W.P. Carey in Q4 2021 and held it in 5 quarters.
Signet Financial Management's W.P. Carey position peaked at $2.67M in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Signet Financial Management's 13F filing for Q4 2025, filed 8 Jan 2026.