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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
Q2 		$2.15K Sell
30
-16
-35% -$1.17K ﹤0.01% 822
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 $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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's WPC Position: Q2 2026 in Review

Cornerstone Financial Management reduced its W.P. Carey (WPC) stake by 35% in Q2 2026, selling an estimated $1.17K and leaving 30 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Cornerstone Financial Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.13K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cornerstone Financial Management held 30 shares of W.P. Carey worth $2.15K as of Q2 2026.
  • Cornerstone Financial Management sold 16 W.P. Carey shares in Q2 2026, an estimated $1.17K.
  • W.P. Carey made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #822 holding.
  • Cornerstone Financial Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's W.P. Carey position peaked at $3.13K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.