NORTHSTAR INVESTMENT ADVISORS LLC - 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
NORTHSTAR INVESTMENT ADVISORS LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2021$321,000
+17.2%
3,980
+2.6%
0.04%
+5.0%
Q1 2021$274,0000.0%3,8780.0%0.04%
-7.0%
Q4 2020$274,000
+8.3%
3,8780.0%0.04%
-4.4%
Q3 2020$253,000
-42.2%
3,878
-40.2%
0.04%
-51.6%
Q2 2020$438,000
-28.3%
6,481
-38.4%
0.09%
-38.4%
Q1 2020$611,000
-94.0%
10,521
-91.7%
0.15%
-90.5%
Q4 2019$10,115,000
-15.7%
126,373
-5.4%
1.59%
-20.4%
Q3 2019$11,993,000
+17.5%
133,548
+6.2%
2.00%
+6.0%
Q2 2019$10,209,000
-3.2%
125,759
-6.6%
1.88%
-3.7%
Q1 2019$10,546,000
+10.3%
134,631
-8.0%
1.96%
-6.0%
Q4 2018$9,557,000
+0.1%
146,259
-1.5%
2.08%
+9.8%
Q3 2018$9,551,000
-3.4%
148,520
-0.3%
1.90%
-8.2%
Q2 2018$9,884,000
+7.9%
148,970
+0.8%
2.07%
+6.6%
Q1 2018$9,161,000
-3.3%
147,785
+7.5%
1.94%
+13.3%
Q4 2017$9,471,000
+5.2%
137,467
+2.9%
1.71%
-2.7%
Q3 2017$9,000,000
+0.6%
133,553
-1.4%
1.76%
-2.7%
Q2 2017$8,945,000
+7.3%
135,510
+1.2%
1.81%
+7.4%
Q1 2017$8,335,000
+6.8%
133,956
+1.4%
1.68%
-3.6%
Q4 2016$7,804,000
+2.7%
132,068
+6.6%
1.75%
+0.2%
Q3 2016$7,596,000
-7.8%
123,916
+4.4%
1.74%
-8.2%
Q2 2016$8,240,000
+15.2%
118,696
+3.3%
1.90%
+9.0%
Q1 2016$7,152,000
+20.5%
114,903
+14.2%
1.74%
+13.7%
Q4 2015$5,936,000
+2.6%
100,608
+0.5%
1.53%
-3.3%
Q3 2015$5,788,000
-0.3%
100,124
+1.7%
1.58%
+5.7%
Q2 2015$5,803,000
-12.2%
98,460
+1.3%
1.50%
-11.1%
Q1 2015$6,607,000
-2.0%
97,156
+1.0%
1.68%
-0.1%
Q4 2014$6,742,000
+11.8%
96,176
+1.7%
1.69%
+7.7%
Q3 2014$6,031,000
-1.7%
94,576
-0.7%
1.57%
-1.0%
Q2 2014$6,135,000
+5.6%
95,271
-1.5%
1.58%
+2.4%
Q1 2014$5,810,000
+3.1%
96,728
+5.3%
1.54%
+0.1%
Q4 2013$5,638,000
-4.2%
91,896
+1.0%
1.54%
-12.4%
Q3 2013$5,887,000
-0.1%
90,989
+2.2%
1.76%
-4.4%
Q2 2013$5,893,00089,0531.84%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders