FULLER & THALER ASSET MANAGEMENT, INC. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. The put-call ratio across all filers is 0.41 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
FULLER & THALER ASSET MANAGEMENT, INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,834,242
-16.3%
52,408
+4.5%
0.02%
-15.8%
Q2 2023$3,387,889
-12.3%
50,146
+0.5%
0.02%
-13.6%
Q1 2023$3,862,929
+111513.1%
49,876
+12.6%
0.02%0.0%
Q4 2022$3,461
-99.9%
44,282
+13.2%
0.02%
+10.0%
Q3 2022$2,730,000
-1.9%
39,117
+16.5%
0.02%
+5.3%
Q2 2022$2,782,000
+11.5%
33,580
+8.8%
0.02%
+26.7%
Q1 2022$2,494,000
+11.9%
30,855
+13.6%
0.02%
+15.4%
Q4 2021$2,228,000
+20.3%
27,155
+7.1%
0.01%
+8.3%
Q3 2021$1,852,000
+28.9%
25,355
+31.7%
0.01%
+33.3%
Q2 2021$1,437,000
+81.0%
19,255
+71.5%
0.01%
+50.0%
Q1 2021$794,000
+49.5%
11,225
+49.2%
0.01%
+20.0%
Q4 2020$531,000
+6.6%
7,525
-1.6%
0.01%
-16.7%
Q3 2020$498,000
+118.4%
7,650
+126.7%
0.01%
+100.0%
Q2 2020$228,000
+3.2%
3,375
-11.2%
0.00%
-25.0%
Q1 2020$221,000
-27.3%
3,8000.0%0.00%
+33.3%
Q4 2019$304,000
+226.9%
3,800
+171.4%
0.00%
+200.0%
Q2 2018$93,000
+6.9%
1,4000.0%0.00%0.0%
Q1 2018$87,000
-37.4%
1,400
-33.3%
0.00%
-50.0%
Q2 2017$139,000
+6.1%
2,1000.0%0.00%0.0%
Q1 2017$131,000
+5.6%
2,1000.0%0.00%0.0%
Q4 2016$124,0002,1000.00%
Other shareholders
WP CAREY INC shareholders Q2 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