CIBC Private Wealth Group, LLC - 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
CIBC Private Wealth Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$279,489
-72.0%
5,168
-57.5%
0.00%
-50.0%
Q4 2021$998,000
+297.6%
12,166
+181.3%
0.00%
+100.0%
Q1 2020$251,000
-71.1%
4,325
-60.1%
0.00%
-66.7%
Q4 2019$869,000
-13.0%
10,852
-2.7%
0.00%
-25.0%
Q3 2019$999,000
+9.3%
11,157
-0.9%
0.00%
+33.3%
Q2 2019$914,000
-63.0%
11,262
-64.3%
0.00%
-70.0%
Q1 2019$2,470,000
+15.0%
31,528
-4.1%
0.01%0.0%
Q4 2018$2,147,000
+12.9%
32,865
+11.1%
0.01%
+42.9%
Q3 2018$1,902,000
+1.1%
29,571
+4.3%
0.01%
-12.5%
Q2 2018$1,882,000
+10.9%
28,362
+3.6%
0.01%
+14.3%
Q1 2018$1,697,000
+1.9%
27,373
+13.2%
0.01%0.0%
Q4 2017$1,665,000
+1.8%
24,171
-0.4%
0.01%0.0%
Q3 2017$1,635,00024,2680.01%
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