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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cherry Tree Wealth Management's WPC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its W.P. Carey (WPC) position steady in Q1 2026 at 4,000 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #140.

Cherry Tree Wealth Management first reported a position in WPC in Q2 2023 and has held it in 12 quarters since. The position peaked at $350K in Q2 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Cherry Tree Wealth Management held 4,000 shares of W.P. Carey worth $272K as of Q1 2026.
Cherry Tree Wealth Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #140 holding.
Cherry Tree Wealth Management first reported a position in W.P. Carey in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's W.P. Carey position peaked at $350K in Q2 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.