Cornerstone Planning Group
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Cornerstone Planning Group’s One Liberty Properties OLP Stock Holding History

Cornerstone Planning Group’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-615
Closed -$15.6K – 1202
2026
Q2 		$15.6K Hold
615
– – ﹤0.01% 749
2026
Q1 		$14K Sell
615
-39
-6% -$866 ﹤0.01% 795
2025
Q4 		$13.5K Buy
+654
New +$13.5K ﹤0.01% 709

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Evergreen Capital Management
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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's OLP Position: Q3 2026 in Review

Cornerstone Planning Group sold out of One Liberty Properties (OLP) in Q3 2026, closing a stake of 615 shares — an estimated $15.6K sold.

Cornerstone Planning Group first reported a position in OLP in Q4 2025 and held it in 3 quarters. The position peaked at $15.6K in Q2 2026. 20 funds tracked by Wall St. Rank hold OLP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining One Liberty Properties position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 615 One Liberty Properties shares in Q3 2026, an estimated $15.6K.
  • Cornerstone Planning Group first reported a position in One Liberty Properties in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's One Liberty Properties position peaked at $15.6K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.