SHEETS SMITH WEALTH MANAGEMENT - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
SHEETS SMITH WEALTH MANAGEMENT ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$4,518,763
-17.2%
83,557
+3.5%
0.69%
-13.7%
Q2 2023$5,454,592
-12.0%
80,737
+0.8%
0.80%
-15.8%
Q1 2023$6,200,415
-0.9%
80,0570.0%0.95%
-3.3%
Q4 2022$6,256,455
+7.4%
80,057
-4.1%
0.98%
+0.6%
Q3 2022$5,826,000
-15.8%
83,4610.0%0.97%
-14.5%
Q2 2022$6,916,000
+5.0%
83,461
+2.5%
1.14%
+25.3%
Q1 2022$6,585,000
-2.3%
81,461
-0.9%
0.91%
+8.5%
Q4 2021$6,741,000
+16.8%
82,161
+3.9%
0.84%
+6.9%
Q3 2021$5,773,000
-2.4%
79,043
-0.3%
0.78%
-1.8%
Q2 2021$5,913,000
+5.7%
79,243
+0.3%
0.80%
-3.2%
Q1 2021$5,593,000
+0.3%
79,0430.0%0.82%
-2.4%
Q4 2020$5,579,000
+8.6%
79,043
+0.2%
0.84%
-5.7%
Q3 2020$5,139,000
+19.3%
78,868
+23.8%
0.89%
+3.7%
Q2 2020$4,308,000
+13.5%
63,688
-2.6%
0.86%
+8.4%
Q1 2020$3,797,000
-26.1%
65,368
+1.9%
0.80%
-19.0%
Q4 2019$5,137,000
-10.6%
64,179
-0.0%
0.98%
-16.9%
Q3 2019$5,745,000
+10.3%
64,193
+0.0%
1.18%
+10.5%
Q2 2019$5,210,000
+3.9%
64,182
+0.3%
1.07%
-1.5%
Q1 2019$5,013,000
+25.8%
64,001
+4.9%
1.08%
+1.0%
Q4 2018$3,985,000
+1.6%
60,988
+0.0%
1.07%
+32.4%
Q3 2018$3,921,000
-0.9%
60,975
+2.3%
0.81%
-12.4%
Q2 2018$3,956,000
+10.0%
59,628
+2.7%
0.93%
+7.2%
Q1 2018$3,597,000
-10.2%
58,033
-0.1%
0.86%
-8.5%
Q4 2017$4,004,000
+41.9%
58,119
+36.0%
0.94%
+26.5%
Q2 2017$2,822,000
+2.1%
42,744
-0.2%
0.75%
-4.2%
Q3 2016$2,763,000
-7.4%
42,823
-0.4%
0.78%
-10.1%
Q2 2016$2,984,000
+13.3%
42,983
+1.6%
0.87%
+7.0%
Q1 2016$2,634,000
+5.5%
42,3170.0%0.81%
+7.3%
Q4 2015$2,497,000
+2.7%
42,317
+0.6%
0.76%
-8.2%
Q3 2015$2,432,000
-2.1%
42,077
-0.2%
0.82%
+21.1%
Q2 2015$2,484,000
-11.3%
42,144
+2.4%
0.68%
-12.2%
Q1 2015$2,799,000
-24.9%
41,169
-22.6%
0.77%
-20.6%
Q4 2014$3,727,000
+3.1%
53,169
-6.2%
0.97%
-1.0%
Q3 2014$3,614,000
+4.5%
56,669
-1.6%
0.98%
+1.5%
Q1 2014$3,460,000
-1.8%
57,607
+0.3%
0.97%
-0.4%
Q4 2013$3,523,000
-3.8%
57,426
+1.4%
0.97%
-18.5%
Q3 2013$3,664,000
-0.7%
56,626
+1.6%
1.19%
-4.8%
Q2 2013$3,689,000
-3.7%
55,747
-1.9%
1.25%
-3.6%
Q1 2013$3,831,00056,8471.30%
Other shareholders
WP CAREY INC shareholders Q1 2022
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