PRINCIPAL FINANCIAL GROUP INC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 369 filers reported holding WP CAREY INC in Q3 2017. The put-call ratio across all filers is 0.75 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
PRINCIPAL FINANCIAL GROUP INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$900,973
-15.6%
16,660
+5.5%
0.00%0.0%
Q2 2023$1,067,042
-34.0%
15,794
-24.3%
0.00%0.0%
Q1 2023$1,616,846
+4.7%
20,876
+5.7%
0.00%0.0%
Q4 2022$1,543,541
+4.1%
19,751
-7.0%
0.00%0.0%
Q3 2022$1,483,000
-26.1%
21,247
-12.2%
0.00%0.0%
Q2 2022$2,006,000
+8.4%
24,210
+5.8%
0.00%0.0%
Q1 2022$1,850,000
+33.8%
22,885
+35.8%
0.00%0.0%
Q4 2021$1,383,000
+2.0%
16,857
-9.2%
0.00%0.0%
Q3 2021$1,356,000
-2.1%
18,567
+0.0%
0.00%0.0%
Q2 2021$1,385,000
+67.1%
18,558
+58.5%
0.00%0.0%
Q1 2021$829,000
+15.6%
11,710
+15.3%
0.00%0.0%
Q4 2020$717,000
-12.9%
10,159
-19.6%
0.00%0.0%
Q3 2020$823,000
-14.7%
12,629
-11.4%
0.00%0.0%
Q2 2020$965,000
-11.0%
14,261
-23.6%
0.00%0.0%
Q1 2020$1,084,000
+17.2%
18,666
+61.6%
0.00%0.0%
Q4 2019$925,000
-38.8%
11,553
-31.6%
0.00%0.0%
Q3 2019$1,511,000
+16.2%
16,886
+5.5%
0.00%0.0%
Q2 2019$1,300,000
+3.7%
16,008
-0.0%
0.00%0.0%
Q1 2019$1,254,000
+87.2%
16,014
+56.1%
0.00%0.0%
Q4 2018$670,000
-19.5%
10,256
-20.7%
0.00%0.0%
Q3 2018$832,000
-11.1%
12,938
-8.3%
0.00%0.0%
Q2 2018$936,000
-15.8%
14,113
-21.3%
0.00%0.0%
Q1 2018$1,111,000
-2.0%
17,924
+8.9%
0.00%0.0%
Q4 2017$1,134,000
-0.7%
16,464
-2.9%
0.00%0.0%
Q3 2017$1,142,000
-8.6%
16,950
-10.4%
0.00%0.0%
Q2 2017$1,249,000
+50.7%
18,924
+42.1%
0.00%0.0%
Q1 2017$829,000
-35.9%
13,316
-39.1%
0.00%
-50.0%
Q4 2016$1,293,000
-4.9%
21,875
+3.8%
0.00%0.0%
Q3 2016$1,360,000
-2.4%
21,075
+4.9%
0.00%0.0%
Q2 2016$1,394,000
+48.0%
20,086
+32.7%
0.00%
+100.0%
Q1 2016$942,000
+3.7%
15,137
-1.6%
0.00%0.0%
Q4 2015$908,000
+3.4%
15,389
+1.3%
0.00%0.0%
Q3 2015$878,000
-26.2%
15,194
-24.7%
0.00%
-50.0%
Q2 2015$1,189,000
-46.2%
20,173
-37.9%
0.00%
-33.3%
Q1 2015$2,208,000
-24.6%
32,477
-22.3%
0.00%
-40.0%
Q4 2014$2,930,000
+11.6%
41,804
+1.5%
0.01%
+25.0%
Q3 2014$2,625,000
+13.6%
41,169
+14.7%
0.00%0.0%
Q2 2014$2,311,000
-55.7%
35,886
-58.7%
0.00%
-55.6%
Q1 2014$5,214,000
+0.9%
86,807
+3.0%
0.01%
-10.0%
Q4 2013$5,170,000
+17.8%
84,262
+24.2%
0.01%
+11.1%
Q3 2013$4,390,000
+311.4%
67,856
+320.6%
0.01%
+350.0%
Q2 2013$1,067,00016,1320.00%
Other shareholders
WP CAREY INC shareholders Q3 2017
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