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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
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 $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 Planning Group's WPC Position: Q1 2026 in Review

Cornerstone Planning Group increased its W.P. Carey (WPC) stake by 4.2% in Q1 2026, buying an estimated $561 and bringing the position to 200 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Cornerstone Planning Group first reported a position in WPC in Q4 2022 and has held it in 13 quarters since. The position peaked at $43.3K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Cornerstone Planning Group held 200 shares of W.P. Carey worth $14.6K as of Q1 2026.
  • Cornerstone Planning Group bought 8 W.P. Carey shares in Q1 2026, an estimated $561.
  • W.P. Carey made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #779 holding.
  • Cornerstone Planning Group first reported a position in W.P. Carey in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's W.P. Carey position peaked at $43.3K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.