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Cornerstone Wealth Management’s W.P. Carey WPC Stock Holding History

Cornerstone Wealth 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
Q3 		$1.39M Buy
21,560
+320
+2% +$22.7K 0.06% 274
2026
Q2 		$1.52M Buy
21,240
+254
+1% +$18.6K 0.07% 262
2026
Q1 		$1.43M Sell
20,986
-1,154
-5% -$80.9K 0.07% 244
2025
Q4 		$1.42M Sell
22,140
-574
-3% -$38.2K 0.07% 225
2025
Q3 		$1.53M Buy
22,714
+909
+4% +$59.5K 0.08% 202
2025
Q2 		$1.36M Sell
21,805
-316
-1% -$19.5K 0.08% 206
2025
Q1 		$1.4M Sell
22,121
-1,916
-8% -$113K 0.09% 183
2024
Q4 		$1.31M Buy
24,037
+1,104
+5% +$62.9K 0.09% 187
2024
Q3 		$1.43M Buy
22,933
+986
+4% +$58.4K 0.1% 171
2024
Q2 		$1.21M Buy
21,947
+3,417
+18% +$193K 0.09% 176
2024
Q1 		$1.05M Buy
18,530
+673
+4% +$40.3K 0.08% 194
2023
Q4 		$1.16M Buy
17,857
+3,345
+23% +$193K 0.1% 174
2023
Q3 		$769K Sell
14,512
-44
-0.3% -$2.82K 0.07% 231
2023
Q2 		$963K Buy
14,556
+1,217
+9% +$84.6K 0.09% 188
2023
Q1 		$1.01M Buy
+13,339
New +$1.06M 0.1% 173
2022
Q3 		$1.07M Buy
15,665
+1,194
+8% +$97.7K 0.12% 149
2022
Q2 		$1.17M Sell
14,471
-163
-1% -$13.2K 0.13% 141
2022
Q1 		$1.16M Sell
14,634
-18
-0.1% -$1.38K 0.11% 156
2021
Q4 		$1.18M Sell
14,652
-791
-5% -$60.5K 0.11% 168
2021
Q3 		$1.1M Buy
15,443
+2,395
+18% +$182K 0.12% 168
2021
Q2 		$954K Buy
13,048
+2,057
+19% +$151K 0.1% 192
2021
Q1 		$762K Buy
10,991
+3,078
+39% +$206K 0.09% 202
2020
Q4 		$547K Buy
7,913
+1,708
+28% +$114K 0.07% 234
2020
Q3 		$396K Buy
6,205
+1,219
+24% +$82.1K 0.06% 251
2020
Q2 		$330K Buy
+4,986
New +$310K 0.05% 268
2020
Q1 		– Sell
-3,215
Closed -$252K – 383
2019
Q4 		$252K Buy
3,215
+81
+3% +$6.79K 0.04% 298
2019
Q3 		$275K Sell
3,134
-710
-18% -$60.5K 0.05% 280
2019
Q2 		$305K Sell
3,844
-442
-10% -$35K 0.05% 278
2019
Q1 		$531K Buy
4,286
+335
+8% +$24.1K 0.06% 265
2018
Q4 		$254K Buy
+3,951
New +$257K 0.05% 285

Other funds holding WPC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cornerstone Wealth Management's WPC Position: Q3 2026 in Review

Cornerstone Wealth Management increased its W.P. Carey (WPC) stake by 1.5% in Q3 2026, buying an estimated $22.7K and bringing the position to 21,560 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #274.

Cornerstone Wealth Management first reported a position in WPC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.53M in Q3 2025. 645 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Cornerstone Wealth Management held 21,560 shares of W.P. Carey worth $1.39M as of Q3 2026.
  • Cornerstone Wealth Management bought 320 W.P. Carey shares in Q3 2026, an estimated $22.7K.
  • W.P. Carey made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Cornerstone Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 30 quarters since.
  • Cornerstone Wealth Management's W.P. Carey position peaked at $1.53M in Q3 2025.
  • 645 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.