CI INVESTMENTS INC. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 609 filers reported holding WP CAREY INC in Q2 2020. The put-call ratio across all filers is 1.43 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
CI INVESTMENTS INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$244
-11.3%
4,426
-9.2%
0.00%0.0%
Q1 2024$275
+15.1%
4,872
+32.0%
0.00%0.0%
Q4 2023$239
+408.5%
3,692
+322.4%
0.00%
Q3 2023$47
-17.5%
874
+4.2%
0.00%
Q2 2023$57
-13.6%
839
-0.9%
0.00%
Q1 2023$66
+57.1%
847
+59.2%
0.00%
Q4 2022$42
-100.0%
532
-72.3%
0.00%
-100.0%
Q3 2022$134,000
-7.6%
1,918
+9.6%
0.00%0.0%
Q2 2022$145,000
-42.0%
1,750
-43.5%
0.00%0.0%
Q1 2022$250,000
-1.6%
3,0980.0%0.00%0.0%
Q4 2021$254,000
+25300.0%
3,098
+30880.0%
0.00%
Q3 2021$1,000
-99.9%
10
-99.9%
0.00%
-100.0%
Q1 2020$1,095,000
-35.2%
18,859
-10.7%
0.01%
-22.2%
Q4 2019$1,690,000
-30.1%
21,112
-21.9%
0.01%
-25.0%
Q3 2019$2,418,00027,0180.01%
Other shareholders
WP CAREY INC shareholders Q2 2020
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders