Position in WPC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$271,840
+$14,400 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $271,840 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.
This page
|
4,000 | $271,840 |
All Filings in WPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,840 | 4,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $257,440 | 4,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $318,051 | 4,707 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $293,622 | 4,707 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $297,058 | 4,707 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $256,437 | 4,707 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $293,246 | 4,707 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $259,120 | 4,707 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $292,754 | 5,187 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $336,169 | 5,187 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $280,513 | 5,187 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $350,433 | 5,187 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||