Avantax Planning Partners, 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
Avantax Planning Partners, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$237,736
-15.0%
4,396
+6.2%
0.01%
-9.1%
Q2 2023$279,631
-5.7%
4,139
+8.2%
0.01%
-8.3%
Q1 2023$296,401
+21.3%
3,827
+22.4%
0.01%
+20.0%
Q4 2022$244,297
+12.1%
3,1260.0%0.01%0.0%
Q3 2022$218,000
-13.1%
3,126
+3.4%
0.01%
-9.1%
Q2 2022$251,000
+4.6%
3,024
+1.6%
0.01%
+10.0%
Q1 2022$240,000
+11.6%
2,975
+13.3%
0.01%
+11.1%
Q4 2021$215,000
+0.5%
2,625
-1.8%
0.01%
-30.8%
Q4 2019$214,000
-10.5%
2,6720.0%0.01%
-13.3%
Q3 2019$239,000
+0.8%
2,672
-6.0%
0.02%0.0%
Q2 2019$237,000
+6.3%
2,8420.0%0.02%0.0%
Q1 2019$223,000
+1.8%
2,842
-15.4%
0.02%
-11.8%
Q4 2018$219,000
+1188.2%
3,359
+1144.1%
0.02%
+1600.0%
Q3 2018$17,000
-89.9%
270
-90.1%
0.00%
-93.3%
Q1 2018$169,000
-17.2%
2,728
-7.7%
0.02%
-21.1%
Q4 2017$204,000
-18.7%
2,956
-20.8%
0.02%
-5.0%
Q3 2017$251,000
+2.0%
3,731
+0.2%
0.02%
-4.8%
Q2 2017$246,000
+5.1%
3,722
-1.0%
0.02%0.0%
Q1 2017$234,000
+5.4%
3,7610.0%0.02%
-12.5%
Q4 2016$222,0003,7610.02%
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