Meeder Advisory Services’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$291K Buy
4,069
+856
+27% +$62.7K 0.01% 567
2026
Q1
$218K Sell
3,213
-800
-20% -$56.1K 0.01% 626
2025
Q4
$258K Buy
+4,013
New +$267K 0.01% 570
2025
Q3
– Sell
-3,686
Closed -$230K – 661
2025
Q2
$230K Buy
3,686
+294
+9% +$18.1K 0.01% 551
2025
Q1
$214K Buy
+3,392
New +$201K 0.01% 535
2024
Q4
– Sell
-3,231
Closed -$201K – 584
2024
Q3
$201K Buy
+3,231
New +$192K 0.01% 529
2023
Q1
– Sell
-3,283
Closed -$251K – 441
2022
Q4
$251K Buy
+3,283
New +$247K 0.03% 366

Other funds holding WPC

Meeder Advisory Services's WPC Position: Q2 2026 in Review

Meeder Advisory Services increased its W.P. Carey (WPC) stake by 27% in Q2 2026, buying an estimated $62.7K and bringing the position to 4,069 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #567.

Meeder Advisory Services first reported a position in WPC in Q4 2022 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Meeder Advisory Services held 4,069 shares of W.P. Carey worth $291K as of Q2 2026.
  • Meeder Advisory Services bought 856 W.P. Carey shares in Q2 2026, an estimated $62.7K.
  • W.P. Carey made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #567 holding.
  • Meeder Advisory Services first reported a position in W.P. Carey in Q4 2022 and has held it in 7 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.