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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overviewAll 13F holders of WPCFull Q2 2026 holdings

Shares (Q2 2026)
4,840
Value
$346.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,840$346.1K<0.1%−146−2.9%ReducedHolders
Q1 20264,986$338.8K<0.1%−820−14.1%ReducedHolders
Q4 20255,806$373.9K<0.1%+13+0.2%AddedHolders
Q3 20255,793$391.4K<0.1%−832−12.6%ReducedHolders
Q2 20256,625$413.3K<0.1%−171−2.5%ReducedHolders
Q1 20256,796$428.9K<0.1%−237−3.4%ReducedHolders
Q4 20247,033$383.1K<0.1%−1,128−13.8%ReducedHolders
Q3 20248,161$508.4K<0.1%−2,155−20.9%ReducedHolders
Q2 202410,316$567.9K<0.1%−2,160−17.3%ReducedHolders
Q1 202412,476$704.2K<0.1%+6,445+106.9%AddedHolders
Q4 20236,031$390.9K<0.1%−7,877−56.6%ReducedHolders
Q3 202313,908$752.2K<0.1%−1,081−7.2%ReducedHolders
Q2 202314,989$1.01M<0.1%−3,309−18.1%ReducedHolders
Q1 202318,298$1.42M<0.1%−1,083−5.6%ReducedHolders
Q4 202219,381$1.51M0.1%−3,408−15.0%ReducedHolders
Q3 202222,789$1.59M0.1%+10,360+83.4%AddedHolders
Q2 202212,429$1.03M<0.1%+491+4.1%AddedHolders
Q1 202211,938$965.0K<0.1%+69+0.6%AddedHolders
Q4 202111,869$974.0K<0.1%−186−1.5%ReducedHolders
Q3 202112,055$881.0K<0.1%−1,922−13.8%ReducedHolders
Q2 202113,977$1.04M<0.1%+389+2.9%AddedHolders
Q1 202113,588$962.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.