Cornerstone Financial Management LLC

Position in WPC — W. P. Carey Inc.

CIK 2110329 PROVIDENCE, RI

Position in WPC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,145

-$981 QoQ

Shares Held

-34.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#858

of 890 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $16,484 across 6 REIT - Diversified names. WPC ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	244	$6,478
2	FVR	FrontView REIT, Inc.	184	$3,722
3	WPC	W. P. Carey Inc. This page	30	$2,145
4	AAT	American Assets Trust, Inc.	86	$2,123
5	BNL	Broadstone Net Lease, Inc.	66	$1,364
6	GNL	Global Net Lease, Inc.	73	$652

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,145	30	-34.8%	Shares	Sole	2026-08-12
2026-03-31	$3,126	46	+84.0%	Shares	Sole	2026-05-08
2025-12-31	$1,609	25	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.