Wp Carey shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 23k | 67.57 |
| 2025-06-30 | $1.4M | 22k | 62.38 |
| 2025-03-31 | $1.4M | 22k | 63.11 |
| 2024-12-31 | $1.3M | 24k | 54.48 |
| 2024-09-30 | $1.4M | 23k | 62.30 |
| 2024-06-30 | $1.2M | 22k | 55.05 |
| 2024-03-31 | $1.0M | 19k | 56.44 |
| 2023-12-31 | $1.2M | 18k | 64.81 |
| 2023-09-30 | $769k | 14k | 54.07 |
| 2023-06-30 | $963k | 14k | 67.56 |
| 2023-03-31 | $1.0M | 13k | 77.45 |
| 2022-09-30 | $1.1M | 15k | 69.80 |
| 2022-06-30 | $1.2M | 14k | 82.83 |
| 2022-03-31 | $1.2M | 14k | 80.86 |
| 2021-12-31 | $1.2M | 14k | 82.08 |
| 2021-09-30 | $1.1M | 15k | 73.06 |
| 2021-06-30 | $954k | 13k | 74.65 |
| 2021-03-31 | $762k | 11k | 70.79 |
| 2020-12-31 | $547k | 7.8k | 70.58 |
| 2020-09-30 | $396k | 6.1k | 65.16 |
| 2020-06-30 | $330k | 4.9k | 67.58 |
| 2019-12-31 | $252k | 3.1k | 80.03 |
| 2019-09-30 | $275k | 3.1k | 89.58 |
| 2019-06-30 | $305k | 3.8k | 81.01 |
| 2019-03-31 | $531k | 4.2k | 126.49 |
| 2018-12-31 | $254k | 3.9k | 65.63 |
| 2018-09-30 | $760k | 52k | 14.64 |
| 2018-06-30 | $995k | 65k | 15.23 |
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