Geneos Wealth Management Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

About WP CAREY INC

WP Carey Inc. is a leading global net lease REIT that provides long-term leases to companies across a variety of industries. The company has a diversified portfolio of properties, including office, industrial, warehouse, and retail spaces. WP Carey has a strong track record of delivering consistent returns to its investors, with a focus on generating stable cash flows through its net lease business model.

One of the key strengths of WP Carey is its ability to identify and acquire high-quality properties that are leased to creditworthy tenants. The company has a disciplined approach to underwriting and due diligence, which has helped it to maintain a high occupancy rate and minimize the risk of tenant defaults. WP Carey also has a strong balance sheet, with a conservative leverage ratio and a well-diversified funding base.

In recent years, WP Carey has expanded its global footprint through strategic acquisitions and partnerships. The company has a presence in North America, Europe, and Asia, and is well-positioned to capitalize on the growing demand for net lease properties in these regions. WP Carey has also demonstrated a commitment to sustainability, with a focus on reducing its environmental footprint and promoting social responsibility.

Overall, WP Carey is a well-managed REIT with a proven track record of delivering consistent returns to its investors. With a diversified portfolio of high-quality properties and a disciplined approach to underwriting, the company is well-positioned to continue generating stable cash flows and creating long-term value for its shareholders.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,346,448
-34.8%
24,897
-18.6%
0.07%
-36.1%
Q2 2023$2,066,173
+11.2%
30,583
+27.4%
0.11%
-4.4%
Q1 2023$1,858,711
-14.7%
23,999
-13.9%
0.11%
-14.4%
Q4 2022$2,178,870
+15.5%
27,881
+3.1%
0.13%
+1.5%
Q3 2022$1,887,000
-37.4%
27,041
-25.3%
0.13%
-12.8%
Q2 2022$3,014,000
+11.5%
36,210
+8.1%
0.15%
+28.4%
Q1 2022$2,703,000
-89.2%
33,493
-89.1%
0.12%
-87.9%
Q4 2021$25,131,000
+9.9%
306,298
-0.7%
0.96%
+9.2%
Q3 2021$22,859,000
-1.9%
308,333
-0.6%
0.88%
-3.6%
Q2 2021$23,302,000
-1.2%
310,208
-1.5%
0.91%
+38.1%
Q1 2021$23,578,000
+6.2%
314,840
+0.2%
0.66%
-26.2%
Q4 2020$22,200,000
+8.7%
314,256
+0.1%
0.89%
-15.8%
Q3 2020$20,418,000
-2.9%
313,840
-1.0%
1.06%
-9.6%
Q2 2020$21,037,000
+10.7%
317,025
+0.6%
1.17%
-8.4%
Q1 2020$19,008,000
-25.4%
315,019
-1.6%
1.28%
-6.1%
Q4 2019$25,485,000
-17.1%
320,209
-6.3%
1.36%
-26.0%
Q3 2019$30,757,000
+8.6%
341,596
-2.1%
1.84%
+4.6%
Q2 2019$28,320,000
+0.3%
348,865
-3.2%
1.76%
-5.7%
Q1 2019$28,232,000
+17.0%
360,430
-2.6%
1.86%
+4.4%
Q4 2018$24,128,000
+164.5%
370,126
+160.9%
1.78%
+194.1%
Q3 2018$9,123,000
-3.4%
141,872
-0.4%
0.61%
-17.5%
Q2 2018$9,447,000
+10.7%
142,395
+3.4%
0.74%
-1.3%
Q1 2018$8,537,000
-8.0%
137,717
+2.2%
0.75%
-10.0%
Q4 2017$9,280,000
+3.1%
134,689
+0.9%
0.83%
-7.3%
Q3 2017$8,998,000
+3.0%
133,535
+0.9%
0.89%
-0.2%
Q2 2017$8,736,000
+8.4%
132,352
+2.2%
0.90%
+6.9%
Q1 2017$8,058,000
+8.7%
129,513
+3.3%
0.84%
-14.3%
Q4 2016$7,410,000
-7.8%
125,405
+0.7%
0.98%
-9.6%
Q3 2016$8,037,000
-15.1%
124,553
-8.9%
1.08%
-21.3%
Q2 2016$9,469,000
+15.8%
136,747
+3.3%
1.37%
+9.9%
Q1 2016$8,177,000132,3381.25%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders