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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
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 		$9.92K 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% -$9.79K ﹤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

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 $3.37T AUM 44.26% 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 Planning Group's WPC Position: Q2 2026 in Review

Cornerstone Planning Group increased its W.P. Carey (WPC) stake by 0.5% in Q2 2026, buying an estimated $73 and bringing the position to 201 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Cornerstone Planning Group first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.3K in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cornerstone Planning Group held 201 shares of W.P. Carey worth $15.2K as of Q2 2026.
  • Cornerstone Planning Group bought 1 W.P. Carey share in Q2 2026, an estimated $73.
  • W.P. Carey made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #758 holding.
  • Cornerstone Planning Group first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's W.P. Carey position peaked at $43.3K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.