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Cornerstone Financial Management’s W.P. Carey WPC Stock Holding History

Cornerstone Financial 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 		$3.13K Buy
46
+21
+84% +$1.47K ﹤0.01% 611
2025
Q4 		$1.61K Buy
+25
New +$1.67K ﹤0.01% 761

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Financial Management's WPC Position: Q1 2026 in Review

Cornerstone Financial Management increased its W.P. Carey (WPC) stake by 84% in Q1 2026, buying an estimated $1.47K and bringing the position to 46 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Cornerstone Financial Management first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Cornerstone Financial Management held 46 shares of W.P. Carey worth $3.13K as of Q1 2026.
  • Cornerstone Financial Management bought 21 W.P. Carey shares in Q1 2026, an estimated $1.47K.
  • W.P. Carey made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #611 holding.
  • Cornerstone Financial Management first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.