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Meixler Investment Management’s W.P. Carey WPC Stock Holding History

Meixler Investment 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
2026
Q2 		$2.92M Sell
40,804
-169
-0.4% -$12.4K 1.61% 18
2026
Q1 		$2.88M Buy
40,973
+3,129
+8% +$219K 1.55% 17
2025
Q4 		$2.44M Buy
37,844
+1,146
+3% +$76.3K 1.48% 17
2025
Q3 		$2.48M Sell
36,698
-808
-2% -$52.9K 1.52% 16
2025
Q2 		$2.34M Buy
37,506
+3,765
+11% +$232K 1.61% 16
2025
Q1 		$2.13M Buy
33,741
+15,256
+83% +$903K 1.47% 16
2024
Q4 		$1.01M Buy
+18,485
New +$1.05M 0.74% 26

Other funds holding WPC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Meixler Investment Management's WPC Position: Q2 2026 in Review

Meixler Investment Management reduced its W.P. Carey (WPC) stake by 0.41% in Q2 2026, selling an estimated $12.4K and leaving 40,804 shares worth $2.92M. The position accounts for 1.61% of the portfolio, ranked #18.

Meixler Investment Management first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Meixler Investment Management held 40,804 shares of W.P. Carey worth $2.92M as of Q2 2026.
  • Meixler Investment Management sold 169 W.P. Carey shares in Q2 2026, an estimated $12.4K.
  • W.P. Carey made up 1.61% of Meixler Investment Management's portfolio in Q2 2026, its #18 holding.
  • Meixler Investment Management first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Meixler Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.