MWM
WPC icon

Meridian Wealth Management’s W.P. Carey WPC Stock Holding History

Meridian Wealth 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
Q1 		$252K Sell
3,707
-232
-6% -$16.3K 0.01% 685
2025
Q4 		$254K Buy
+3,939
New +$262K 0.01% 663
2019
Q3 		– Sell
-715
Closed -$568 – 507
2019
Q2 		$568 Buy
+715
New +$56.6K 0.02% 359

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meridian Wealth Management's WPC Position: Q1 2026 in Review

Meridian Wealth Management reduced its W.P. Carey (WPC) stake by 5.9% in Q1 2026, selling an estimated $16.3K and leaving 3,707 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #685.

Meridian Wealth Management first reported a position in WPC in Q2 2019 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Meridian Wealth Management held 3,707 shares of W.P. Carey worth $252K as of Q1 2026.
  • Meridian Wealth Management sold 232 W.P. Carey shares in Q1 2026, an estimated $16.3K.
  • W.P. Carey made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #685 holding.
  • Meridian Wealth Management first reported a position in W.P. Carey in Q2 2019 and has held it in 3 quarters since.
  • Meridian Wealth Management's W.P. Carey position peaked at $254K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.