Cornerstone Planning Group
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Cornerstone Planning Group’s W.P. Carey WPC Stock Holding History

Cornerstone Planning Group’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 		– Sell
-201
Closed -$15.2K – 1725
2026
Q2 		$15.2K Buy
201
+1
+0.5% +$73 ﹤0.01% 758
2026
Q1 		$14.6K Buy
200
+8
+4% +$561 ﹤0.01% 779
2025
Q4 		$13K Buy
192
+101
+111% +$6.73K ﹤0.01% 716
2025
Q3 		$7.42K Sell
91
-34
-27% -$2.23K ﹤0.01% 845
2025
Q2 		$8.26K Sell
125
-167
-57% -$10.3K ﹤0.01% 602
2025
Q1 		$17.8K Buy
292
+134
+85% +$7.93K ﹤0.01% 439
2024
Q4 		$9.02K Buy
158
+12
+8% +$684 ﹤0.01% 448
2024
Q3 		$8.29K Sell
146
-32
-18% -$1.9K ﹤0.01% 455
2024
Q2 		$9.9K Sell
178
-11
-6% -$620 ﹤0.01% 440
2024
Q1 		$10.7K Sell
189
-13
-6% -$778 ﹤0.01% 394
2023
Q4 		$13.1K Sell
202
-170
-46% -$9.8K ﹤0.01% 383
2023
Q3 		$19.7K Sell
372
-214
-37% -$13.7K 0.01% 306
2023
Q2 		$38.8K Buy
+586
New +$40.7K 0.02% 285
2022
Q4 		$43.3K Buy
+535
New +$40.2K 0.02% 292

Other funds holding WPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cornerstone Planning Group sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 201 shares — an estimated $15.2K sold.

Cornerstone Planning Group first reported a position in WPC in Q4 2022 and held it in 14 quarters. The position peaked at $43.3K in Q4 2022. 497 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 201 W.P. Carey shares in Q3 2026, an estimated $15.2K.
  • Cornerstone Planning Group first reported a position in W.P. Carey in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's W.P. Carey position peaked at $43.3K in Q4 2022.
  • 497 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

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