Cornerstone Planning Group LLC

Position in WPC — W. P. Carey Inc.

CIK 1822587 FAIRFIELD, NJ

Position in WPC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,371

+$779 QoQ

Shares Held

201

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#810

of 896 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $42,701 across 8 REIT - Diversified names. WPC ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OLP	One Liberty Properties Inc	615	$15,018
2	WPC	W. P. Carey Inc. This page	201	$14,371
3	GOOD	Gladstone Commercial Corp	384	$4,723
4	VICI	Vici Properties Inc.	146	$3,876
5	GNL	Global Net Lease, Inc.	404	$3,611
6	CTO	CTO Realty Growth, Inc.	44	$946
7	JBGS	JBG SMITH Properties	10	$146
8	NXDT	Nexpoint Diversified Real Estate Trust	2	$10

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,371	201	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$13,592	200	+4.2%	Shares	Sole	2026-05-06
2025-12-31	$12,357	192	+111.0%	Shares	Sole	2026-02-02
2025-09-30	$6,148	91	-27.2%	Shares	Sole	2025-11-04
2025-06-30	$7,797	125	-57.2%	Shares	Sole	2025-08-11
2025-03-31	$18,428	292	+84.8%	Shares	Sole	2025-04-30
2024-12-31	$8,607	158	+8.2%	Shares	Sole	2025-01-29
2024-09-30	$9,095	146	-18.0%	Shares	Sole	2024-11-05
2024-06-30	$9,798	178	-5.8%	Shares	Sole	2024-08-13
2024-03-31	$10,667	189	-6.4%	Shares	Sole	2024-05-07
2023-12-31	$13,091	202	-44.5%	Shares	Sole	2024-02-12
2023-09-30	$19,685	364	-36.6%	Shares	Sole	2023-11-08
2023-06-30	$38,779	574	+9.5%	Shares	Sole	2023-08-15
2022-12-31	$40,950	524	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.