Meridian Wealth Management
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
Q3 		$223K Sell
3,458
-134
-4% -$9.5K 0.01% 724
2026
Q2 		$257K Sell
3,592
-115
-3% -$8.43K 0.01% 723
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 -$56.8K – 507
2019
Q2 		$56.8K Buy
+715
New +$56.6K 0.02% 359

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meridian Wealth Management's WPC Position: Q3 2026 in Review

Meridian Wealth Management reduced its W.P. Carey (WPC) stake by 3.7% in Q3 2026, selling an estimated $9.5K and leaving 3,458 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #724.

Meridian Wealth Management first reported a position in WPC in Q2 2019 and has held it in 5 quarters since. The position peaked at $257K in Q2 2026. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Meridian Wealth Management held 3,458 shares of W.P. Carey worth $223K as of Q3 2026.
  • Meridian Wealth Management sold 134 W.P. Carey shares in Q3 2026, an estimated $9.5K.
  • W.P. Carey made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #724 holding.
  • Meridian Wealth Management first reported a position in W.P. Carey in Q2 2019 and has held it in 5 quarters since.
  • Meridian Wealth Management's W.P. Carey position peaked at $257K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.