Rock Point Advisors, 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
Rock Point Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$6,339,366
+57.9%
117,222
+97.2%
2.19%
+66.5%
Q2 2023$4,015,429
+112471.6%
59,435
+29.1%
1.32%
+8.7%
Q1 2023$3,567
-2.9%
46,054
-2.1%
1.21%
-4.7%
Q4 2022$3,675
-99.9%
47,026
-0.9%
1.27%
+3.3%
Q3 2022$3,312,000
-15.7%
47,456
+0.1%
1.23%
-8.2%
Q2 2022$3,927,000
-32.2%
47,396
-33.9%
1.34%
-22.4%
Q1 2022$5,794,000
-1.6%
71,670
-0.1%
1.73%
+4.2%
Q4 2021$5,887,000
+12.3%
71,747
-0.0%
1.66%
+7.9%
Q3 2021$5,243,000
-4.5%
71,782
-2.4%
1.54%
-2.8%
Q2 2021$5,490,000
+5.6%
73,569
+0.1%
1.58%
-2.5%
Q1 2021$5,201,000
+74.5%
73,504
+74.0%
1.62%
+58.1%
Q4 2020$2,981,000
+10.2%
42,234
+1.7%
1.02%
-14.4%
Q3 2020$2,706,000
-5.2%
41,529
-1.6%
1.20%
-9.9%
Q2 2020$2,854,000
+14.7%
42,184
-1.5%
1.33%
-9.8%
Q1 2020$2,488,000
-22.0%
42,844
+7.5%
1.48%
+13.9%
Q4 2019$3,189,000
-5.7%
39,846
+5.5%
1.30%
-15.2%
Q3 2019$3,381,000
-0.4%
37,775
-9.6%
1.53%
-1.1%
Q2 2019$3,394,000
-49.5%
41,805
-51.3%
1.54%
-51.2%
Q1 2019$6,718,000
-3.6%
85,769
-19.6%
3.16%
-11.6%
Q4 2018$6,971,000
-11.7%
106,692
-13.1%
3.58%
+1.8%
Q3 2018$7,892,000
-2.0%
122,714
+1.2%
3.51%
-7.3%
Q2 2018$8,049,000
+3.3%
121,306
-3.5%
3.79%
-1.4%
Q1 2018$7,794,000
-7.3%
125,724
+3.0%
3.84%
-1.9%
Q4 2017$8,409,000
+2.0%
122,047
-0.2%
3.92%
+2.1%
Q3 2017$8,241,000
+1.4%
122,282
-0.7%
3.84%
+0.5%
Q2 2017$8,127,000
+5.8%
123,122
-0.2%
3.82%
-2.4%
Q1 2017$7,680,000
+5.4%
123,430
+0.1%
3.91%
+4.3%
Q4 2016$7,289,000
-6.6%
123,355
+2.0%
3.75%
-8.0%
Q3 2016$7,800,000
-6.9%
120,880
+0.1%
4.08%
-9.2%
Q2 2016$8,381,000
-12.7%
120,735
-21.7%
4.49%
-12.4%
Q1 2016$9,603,000
+7.0%
154,287
+1.5%
5.13%
+9.8%
Q4 2015$8,972,000
+0.8%
152,067
-1.3%
4.67%
-4.3%
Q3 2015$8,902,000
-1.3%
153,992
+0.6%
4.88%
+5.8%
Q2 2015$9,022,000
-10.7%
153,072
+3.0%
4.61%
-8.9%
Q1 2015$10,107,000
-6.0%
148,627
-3.1%
5.06%
+2.1%
Q4 2014$10,750,000
+5.5%
153,352
-4.0%
4.96%
+0.8%
Q3 2014$10,189,000
-3.7%
159,782
-2.7%
4.92%
+6.5%
Q2 2014$10,575,000
+6.6%
164,212
-0.6%
4.62%
+5.1%
Q1 2014$9,924,000
+26.4%
165,210
+29.1%
4.39%
+27.6%
Q4 2013$7,852,000
+18.7%
127,995
+25.2%
3.44%
+11.8%
Q3 2013$6,617,000
-1.5%
102,265
+0.8%
3.08%
-9.8%
Q2 2013$6,715,000101,4753.41%
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