Laird Norton Wetherby Wealth Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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
Laird Norton Wetherby Wealth Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$418,958
-15.5%
7,747
+5.5%
0.02%
-11.1%
Q2 2023$496,026
-14.2%
7,342
-1.7%
0.03%
-20.6%
Q1 2023$578,320
+27.7%
7,467
+28.8%
0.03%
+17.2%
Q4 2022$452,957
-18.5%
5,796
-27.2%
0.03%
-25.6%
Q3 2022$556,000
-15.2%
7,959
+0.5%
0.04%
-13.3%
Q2 2022$656,000
+220.0%
7,917
+212.1%
0.04%
+275.0%
Q1 2022$205,000
-11.6%
2,537
-10.4%
0.01%
-7.7%
Q4 2021$232,000
+8.4%
2,832
-23.1%
0.01%
-45.8%
Q1 2020$214,000
-6.6%
3,683
+29.0%
0.02%
+4.3%
Q4 2019$229,000
-30.2%
2,856
-22.2%
0.02%
-32.4%
Q3 2019$328,000
+1.5%
3,669
-7.7%
0.03%
-2.9%
Q2 2019$323,000
+21.4%
3,976
+17.1%
0.04%
+6.1%
Q1 2019$266,000
+31.0%
3,396
+9.5%
0.03%
+13.8%
Q4 2018$203,0003,1010.03%
Other shareholders
WP CAREY INC shareholders Q4 2022
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