Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$290,933
+$72,578 QoQ
Shares Held
4,069
+26.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#581
of 890 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $290,933 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
4,069 | $290,933 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,933 | 4,069 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $218,355 | 3,213 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $258,276 | 4,013 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $229,932 | 3,686 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $214,069 | 3,392 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $201,291 | 3,231 | Shares | Sole | 2024-11-07 | |
| 2022-12-31 | $251,252 | 3,215 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||