W. P. Carey Inc.

Geneos Wealth Management Inc. WPC

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/28/2026

Shares

267,504

Value ($000)

17,217

Weight

0.4%

2016 Q1 - 2025 Q4 (40 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/28/2026	17,217	0.4%	267,504	12/31/2025
2025 Q3	10/22/2025	19,127	0.5%	283,065	9/30/2025
2025 Q2	8/18/2025	18,204	0.4%	291,828	6/30/2025
2025 Q1	5/8/2025	2,189	0.1%	34,692	3/31/2025
2024 Q4	1/21/2025	933	0.0%	17,127	12/31/2024
2024 Q3	11/14/2024	1,079	0.0%	17,324	9/30/2024
2024 Q2	7/23/2024	963	0.0%	17,485	6/30/2024
2024 Q1	5/3/2024	986	0.0%	17,462	3/31/2024
2023 Q4	1/26/2024	1,166	0.1%	17,998	12/31/2023
2023 Q3	10/11/2023	1,346	0.1%	24,897	9/30/2023
2023 Q2	8/8/2023	2,066	0.1%	30,583	6/30/2023
2023 Q1	4/25/2023	1,859	0.1%	23,999	3/31/2023
2022 Q4	1/31/2023	2,179	0.1%	27,881	12/31/2022
2022 Q3	11/14/2022	1,887	0.1%	27,041	9/30/2022
2022 Q2	7/22/2022	3,014	0.1%	36,210	6/30/2022
2022 Q1	5/16/2022	2,703	0.1%	33,493	3/31/2022
2021 Q4	2/9/2022	25,131	1.0%	306,298	12/31/2021
2021 Q3	11/9/2021	22,859	0.9%	308,333	9/30/2021
2021 Q2	7/8/2021	23,302	0.9%	310,208	6/30/2021
2021 Q1	6/17/2021	23,578	0.7%	314,840	3/31/2021
2020 Q4	5/19/2021	22,200	0.9%	314,256	12/31/2020
2020 Q3	9/7/2021	20,418	1.1%	313,840	9/30/2020
2020 Q2	9/7/2021	21,037	1.2%	317,025	6/30/2020
2020 Q1	9/7/2021	19,008	1.3%	315,019	3/31/2020
2019 Q4	9/7/2021	25,485	1.4%	320,209	12/31/2019
2019 Q3	9/7/2021	30,757	1.8%	341,596	9/30/2019
2019 Q2	9/7/2021	28,320	1.8%	348,865	6/30/2019
2019 Q1	9/7/2021	28,232	1.9%	360,430	3/31/2019
2018 Q4	9/7/2021	24,128	1.8%	370,126	12/31/2018
2018 Q3	9/7/2021	9,123	0.6%	141,872	9/30/2018
2018 Q2	9/7/2021	9,447	0.7%	142,395	6/30/2018
2018 Q1	9/7/2021	8,537	0.7%	137,717	3/31/2018
2017 Q4	9/7/2021	9,280	0.8%	134,689	12/31/2017
2017 Q3	9/7/2021	8,998	0.9%	133,535	9/30/2017
2017 Q2	9/7/2021	8,736	0.9%	132,352	6/30/2017
2017 Q1	9/7/2021	8,058	0.8%	129,513	3/31/2017
2016 Q4	9/7/2021	7,410	1.0%	125,405	12/31/2016
2016 Q3	9/7/2021	8,037	1.1%	124,553	9/30/2016
2016 Q2	9/7/2021	9,469	1.4%	136,747	6/30/2016
2016 Q1	9/7/2021	8,177	1.3%	132,338	3/31/2016