BENNICAS & ASSOCIATES, INC. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.

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
BENNICAS & ASSOCIATES, INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2022$1,500,089
+11.9%
19,1950.0%0.87%
+1.5%
Q3 2022$1,340,000
-16.0%
19,195
-0.3%
0.85%
-8.3%
Q2 2022$1,595,000
+2.8%
19,245
+0.2%
0.93%
+19.5%
Q1 2022$1,552,000
-1.5%
19,2000.0%0.78%
-4.9%
Q4 2021$1,575,000
+12.3%
19,2000.0%0.82%
+3.8%
Q3 2021$1,402,000
-2.2%
19,2000.0%0.79%
+0.1%
Q2 2021$1,433,000
+5.4%
19,2000.0%0.79%
+1.0%
Q1 2021$1,359,000
-1.7%
19,200
-2.0%
0.78%
-3.2%
Q4 2020$1,383,000
+8.3%
19,6000.0%0.81%
+1.6%
Q3 2020$1,277,000
-3.7%
19,6000.0%0.79%
-20.3%
Q2 2020$1,326,000
+15.9%
19,600
-0.5%
1.00%
-1.5%
Q1 2020$1,144,000
-29.1%
19,700
-2.2%
1.01%
-13.4%
Q4 2019$1,613,000
-13.1%
20,150
-2.9%
1.17%
-18.9%
Q3 2019$1,857,000
+9.7%
20,750
-0.5%
1.44%
+1.8%
Q2 2019$1,693,000
+3.7%
20,8500.0%1.41%
-1.5%
Q1 2019$1,633,000
+19.3%
20,850
-0.5%
1.43%
+13.8%
Q4 2018$1,369,000
+1.3%
20,950
-0.2%
1.26%
+7.5%
Q3 2018$1,351,000
-3.0%
21,0000.0%1.17%
-5.3%
Q2 2018$1,393,000
+7.0%
21,0000.0%1.24%
+6.4%
Q1 2018$1,302,00021,0001.16%
Other shareholders
WP CAREY INC shareholders Q4 2022
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders