Covington Capital Management - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 630 filers reported holding WP CAREY INC in Q4 2020. The put-call ratio across all filers is 0.77 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
Covington Capital Management ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2022$404,000
-15.1%
5,794
+0.8%
0.02%
-10.5%
Q2 2022$476,000
+2.4%
5,7500.0%0.02%
+11.8%
Q1 2022$465,000
-1.5%
5,750
-0.1%
0.02%
+6.2%
Q4 2021$472,000
+12.4%
5,7540.0%0.02%0.0%
Q3 2021$420,000
-2.1%
5,754
+0.1%
0.02%
-5.9%
Q2 2021$429,000
+5.4%
5,7500.0%0.02%0.0%
Q1 2021$407,000
+0.2%
5,7500.0%0.02%
-5.6%
Q4 2020$406,000
+8.3%
5,7500.0%0.02%
-5.3%
Q3 2020$375,000
-3.6%
5,7500.0%0.02%
-13.6%
Q2 2020$389,000
+16.5%
5,7500.0%0.02%0.0%
Q1 2020$334,000
-27.4%
5,7500.0%0.02%
-8.3%
Q4 2019$460,000
-10.7%
5,7500.0%0.02%
-20.0%
Q3 2019$515,000
+10.3%
5,7500.0%0.03%
+7.1%
Q2 2019$467,000
+3.8%
5,7500.0%0.03%0.0%
Q1 2019$450,000
+19.7%
5,7500.0%0.03%
+7.7%
Q4 2018$376,000
+1.6%
5,7500.0%0.03%
+13.0%
Q3 2018$370,000
-3.1%
5,7500.0%0.02%
-8.0%
Q2 2018$382,000
+7.3%
5,7500.0%0.02%
+8.7%
Q1 2018$356,000
-10.1%
5,7500.0%0.02%
-4.2%
Q4 2017$396,000
+2.3%
5,7500.0%0.02%
-7.7%
Q3 2017$387,000
+1.8%
5,7500.0%0.03%
-16.1%
Q2 2017$380,000
+6.1%
5,7500.0%0.03%
+3.3%
Q1 2017$358,000
+5.3%
5,7500.0%0.03%0.0%
Q4 2016$340,000
-8.4%
5,7500.0%0.03%
-11.8%
Q3 2016$371,000
-7.0%
5,7500.0%0.03%
-8.1%
Q2 2016$399,000
+11.5%
5,7500.0%0.04%
+8.8%
Q1 2016$358,000
+5.6%
5,7500.0%0.03%
+3.0%
Q4 2015$339,000
+2.1%
5,7500.0%0.03%
-2.9%
Q3 2015$332,000
-2.1%
5,7500.0%0.03%
+13.3%
Q2 2015$339,000
-13.3%
5,7500.0%0.03%
-21.1%
Q1 2015$391,000
-3.0%
5,7500.0%0.04%
+5.6%
Q4 2014$403,000
+9.8%
5,7500.0%0.04%
+5.9%
Q3 2014$367,000
-0.3%
5,7500.0%0.03%
+3.0%
Q2 2014$368,000
-18.4%
5,750
-23.3%
0.03%
-25.0%
Q1 2014$451,000
-58.6%
7,500
-57.7%
0.04%
-60.4%
Q4 2013$1,089,000
+82.1%
17,750
+92.1%
0.11%
+60.9%
Q3 2013$598,000
-2.1%
9,2380.0%0.07%
-8.0%
Q2 2013$611,0009,2380.08%
Other shareholders
WP CAREY INC shareholders Q4 2020
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