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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meridian Wealth Management's WPC Position: Q2 2026 in Review

Meridian Wealth Management reduced its W.P. Carey (WPC) stake by 3.1% in Q2 2026, selling an estimated $8.43K and leaving 3,592 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #723.

Meridian Wealth Management first reported a position in WPC in Q2 2019 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Meridian Wealth Management held 3,592 shares of W.P. Carey worth $257K as of Q2 2026.
  • Meridian Wealth Management sold 115 W.P. Carey shares in Q2 2026, an estimated $8.43K.
  • W.P. Carey made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Meridian Wealth Management first reported a position in W.P. Carey in Q2 2019 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.