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

Meeder Advisory Services’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	$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

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

Meeder Advisory Services's WPC Position: Q1 2026 in Review

Meeder Advisory Services reduced its W.P. Carey (WPC) stake by 20% in Q1 2026, selling an estimated $56.1K and leaving 3,213 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #626.

Meeder Advisory Services first reported a position in WPC in Q4 2022 and has held it in 6 quarters since. The position peaked at $258K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Meeder Advisory Services held 3,213 shares of W.P. Carey worth $218K as of Q1 2026.
Meeder Advisory Services sold 800 W.P. Carey shares in Q1 2026, an estimated $56.1K.
W.P. Carey made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #626 holding.
Meeder Advisory Services first reported a position in W.P. Carey in Q4 2022 and has held it in 6 quarters since.
Meeder Advisory Services's W.P. Carey position peaked at $258K in Q4 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.