AVANTAX ADVISORY SERVICES, INC. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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
AVANTAX ADVISORY SERVICES, INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,833,911
-16.1%
52,402
+4.9%
0.03%
-17.9%
Q2 2023$3,376,157
-9.5%
49,973
+3.8%
0.04%
-15.2%
Q1 2023$3,729,358
+0.3%
48,152
+1.2%
0.05%
-8.0%
Q4 2022$3,718,108
+17.9%
47,577
+5.3%
0.05%
+4.2%
Q3 2022$3,154,000
-9.8%
45,183
+7.1%
0.05%
-9.4%
Q2 2022$3,496,000
+10.1%
42,195
+7.2%
0.05%
+20.5%
Q1 2022$3,175,000
+0.4%
39,374
+2.2%
0.04%
-8.3%
Q4 2021$3,161,000
+9.0%
38,527
-2.9%
0.05%0.0%
Q3 2021$2,899,000
-1.6%
39,671
+0.2%
0.05%
-9.4%
Q2 2021$2,946,000
+2.5%
39,579
-2.7%
0.05%
-14.5%
Q1 2021$2,874,000
+4.5%
40,687
+4.3%
0.06%
-4.6%
Q4 2020$2,749,000
+0.1%
39,027
-7.2%
0.06%
+47.7%
Q3 2020$2,747,000
+16.6%
42,072
+20.8%
0.04%
-35.3%
Q2 2020$2,356,000
+17.6%
34,831
+0.8%
0.07%
+13.3%
Q1 2020$2,004,000
-24.7%
34,543
+3.7%
0.06%
-3.2%
Q4 2019$2,662,000
+302.7%
33,313
+352.6%
0.06%
+129.6%
Q3 2019$661,000
+28.3%
7,360
+16.0%
0.03%
+17.4%
Q2 2019$515,000
+19.8%
6,346
+15.7%
0.02%0.0%
Q1 2019$430,000
+62.3%
5,487
+37.8%
0.02%
-48.9%
Q4 2018$265,0003,9810.04%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders