LAZARD ASSET MANAGEMENT LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. 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
LAZARD ASSET MANAGEMENT LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$695
+31.4%
12,878
+64.2%
0.00%0.0%
Q2 2023$529
+7.5%
7,845
+23.3%
0.00%0.0%
Q1 2023$492
+4.2%
6,363
+4.9%
0.00%0.0%
Q4 2022$472
-100.0%
6,064
-86.6%
0.00%
-80.0%
Q3 2022$3,160,000
+331.1%
45,284
+410.9%
0.01%
+400.0%
Q2 2022$733,000
-4.4%
8,864
-6.8%
0.00%0.0%
Q1 2022$767,000
-40.5%
9,507
-39.5%
0.00%0.0%
Q4 2021$1,289,000
+19.8%
15,719
+6.6%
0.00%0.0%
Q3 2021$1,076,000
-2.3%
14,744
-0.2%
0.00%0.0%
Q2 2021$1,101,000
+100.9%
14,768
+90.5%
0.00%0.0%
Q1 2021$548,000
+88.3%
7,752
+87.9%
0.00%
Q4 2020$291,000
+6.2%
4,126
-1.9%
0.00%
Q3 2020$274,000
+13.7%
4,206
+17.7%
0.00%
Q2 2020$241,000
+30.3%
3,575
+11.7%
0.00%
Q1 2020$185,000
-27.7%
3,2000.0%0.00%
Q4 2019$256,000
-10.5%
3,2000.0%0.00%
Q3 2019$286,000
+10.4%
3,2000.0%0.00%
Q2 2019$259,000
+3.6%
3,2000.0%0.00%
Q1 2019$250,000
+19.6%
3,2000.0%0.00%
Q4 2018$209,000
+2.0%
3,2000.0%0.00%
Q3 2018$205,000
-3.3%
3,2000.0%0.00%
Q2 2018$212,000
+7.1%
3,2000.0%0.00%
Q1 2018$198,000
-10.0%
3,2000.0%0.00%
Q4 2017$220,000
+2.3%
3,2000.0%0.00%
Q3 2017$215,000
+1.9%
3,2000.0%0.00%
Q2 2017$211,000
+6.0%
3,2000.0%0.00%
Q1 2017$199,000
+5.3%
3,2000.0%0.00%
Q4 2016$189,000
-8.3%
3,2000.0%0.00%
Q3 2016$206,000
-7.2%
3,2000.0%0.00%
Q2 2016$222,000
-5.9%
3,200
-15.8%
0.00%
-100.0%
Q1 2016$236,000
-59.9%
3,802
-61.9%
0.00%0.0%
Q4 2015$588,000
-74.4%
9,971
-74.9%
0.00%
-80.0%
Q3 2015$2,296,000
-66.0%
39,726
-65.3%
0.01%
-64.3%
Q2 2015$6,756,000
+36.8%
114,626
+57.9%
0.01%
+27.3%
Q1 2015$4,937,000
-20.4%
72,606
-18.0%
0.01%
-15.4%
Q4 2014$6,206,000
+26.2%
88,546
+14.8%
0.01%
+18.2%
Q3 2014$4,916,000
-1.0%
77,1040.0%0.01%
+10.0%
Q2 2014$4,965,000
+31.9%
77,104
+23.0%
0.01%
+25.0%
Q1 2014$3,765,000
+1820.9%
62,690
+1859.1%
0.01%
Q4 2013$196,000
-8.0%
3,200
-3.0%
0.00%
-100.0%
Q3 2013$213,000
-2.3%
3,3000.0%0.00%0.0%
Q2 2013$218,0003,3000.00%
Other shareholders
WP CAREY INC shareholders Q1 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