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

Cherry Tree 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	$214K	Hold	3,314	–	–	0.04%	160
2026 Q2	$237K	Sell	3,314 -686	-17%	-$50.3K	0.04%	150
2026 Q1	$272K	Hold	4,000	–	–	0.06%	140
2025 Q4	$257K	Sell	4,000 -707	-15%	-$47.1K	0.05%	144
2025 Q3	$318K	Hold	4,707	–	–	0.07%	123
2025 Q2	$294K	Hold	4,707	–	–	0.07%	131
2025 Q1	$297K	Hold	4,707	–	–	0.07%	129
2024 Q4	$256K	Hold	4,707	–	–	0.06%	145
2024 Q3	$293K	Hold	4,707	–	–	0.07%	140
2024 Q2	$259K	Sell	4,707 -480	-9%	-$27.1K	0.07%	144
2024 Q1	$293K	Hold	5,187	–	–	0.07%	135
2023 Q4	$336K	Sell	5,187 -109	-2%	-$6.28K	0.09%	113
2023 Q3	$281K	Hold	5,296	–	–	0.08%	123
2023 Q2	$350K	Buy	+5,296	New	+$368K	0.1%	103

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cherry Tree Wealth Management's WPC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its W.P. Carey (WPC) position steady in Q3 2026 at 3,314 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #160.

Cherry Tree Wealth Management first reported a position in WPC in Q2 2023 and has held it in 14 quarters since. The position peaked at $350K in Q2 2023. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Cherry Tree Wealth Management held 3,314 shares of W.P. Carey worth $214K as of Q3 2026.
Cherry Tree Wealth Management left its W.P. Carey share count unchanged in Q3 2026.
W.P. Carey made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #160 holding.
Cherry Tree Wealth Management first reported a position in W.P. Carey in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's W.P. Carey position peaked at $350K in Q2 2023.
215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.