Position in WPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,518,660
+$92,452 QoQ
Shares Held
21,240
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#301
of 891 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $1,518,660 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
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|
21,240 | $1,518,660 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,660 | 21,240 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,426,208 | 20,986 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,424,930 | 22,140 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,534,784 | 22,714 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,360,195 | 21,805 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,396,056 | 22,121 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,309,535 | 24,037 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,428,725 | 22,933 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,208,182 | 21,947 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,045,833 | 18,530 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,157,312 | 17,857 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $768,693 | 14,214 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $963,202 | 14,257 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,011,884 | 13,065 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,070,940 | 15,343 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,174,374 | 14,173 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,158,680 | 14,333 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,177,499 | 14,351 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,104,729 | 15,125 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $953,643 | 12,780 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $761,731 | 10,765 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $546,994 | 7,750 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $395,977 | 6,077 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $330,335 | 4,883 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||