BROWN ADVISORY 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
BROWN ADVISORY INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$35,174,419
-22.0%
650,415
-2.6%
0.06%
-17.1%
Q2 2023$45,116,245
-15.2%
667,795
-2.8%
0.07%
-22.2%
Q1 2023$53,207,798
+1.8%
686,995
+2.7%
0.09%
-7.2%
Q4 2022$52,274,039
-6.5%
668,894
-16.5%
0.10%
-11.0%
Q3 2022$55,904,000
-26.6%
800,918
-12.9%
0.11%
-23.8%
Q2 2022$76,178,000
+3.1%
919,350
+0.5%
0.14%
+30.0%
Q1 2022$73,915,000
+16.0%
914,329
+17.7%
0.11%
+39.2%
Q4 2021$63,723,000
+13.6%
776,641
+1.1%
0.08%
-4.8%
Q3 2021$56,101,000
-0.7%
768,088
+1.5%
0.08%
-2.4%
Q2 2021$56,471,000
+5.8%
756,784
+0.3%
0.08%
-6.6%
Q1 2021$53,394,000
+0.2%
754,571
-0.1%
0.09%
-4.2%
Q4 2020$53,304,000
+25.5%
755,212
+15.9%
0.10%
+8.0%
Q3 2020$42,475,000
-4.7%
651,847
-1.1%
0.09%
-15.4%
Q2 2020$44,591,000
-5.8%
659,152
-19.1%
0.10%
-28.3%
Q1 2020$47,332,000
-26.5%
814,930
+1.3%
0.14%
-11.0%
Q4 2019$64,419,000
-10.6%
804,837
-0.0%
0.16%
-19.3%
Q3 2019$72,049,000
+9.4%
805,018
-0.7%
0.20%
+7.4%
Q2 2019$65,837,000
-5.8%
811,000
-9.1%
0.19%
-5.1%
Q1 2019$69,888,000
+19.9%
892,215
-0.0%
0.20%
+1.0%
Q4 2018$58,311,000
+2.0%
892,411
+0.4%
0.20%
+20.2%
Q3 2018$57,140,000
-2.2%
888,512
+0.9%
0.16%
-9.4%
Q2 2018$58,452,000
-0.9%
880,958
-7.4%
0.18%
-5.8%
Q1 2018$58,999,000
-22.5%
951,767
-13.8%
0.19%
-20.7%
Q4 2017$76,106,000
-1.8%
1,104,573
-3.9%
0.24%
-6.2%
Q3 2017$77,479,000
+2.0%
1,149,721
-0.1%
0.26%
+10.8%
Q2 2017$75,935,000
+6.3%
1,150,368
+0.2%
0.23%
-4.9%
Q1 2017$71,414,000
+4.2%
1,147,772
-1.1%
0.24%
-0.4%
Q4 2016$68,546,000
-16.2%
1,160,038
-8.5%
0.24%
-12.8%
Q3 2016$81,813,000
-14.8%
1,267,832
-8.3%
0.28%
-16.6%
Q2 2016$95,983,000
+5.6%
1,382,633
-5.3%
0.34%
+7.3%
Q1 2016$90,855,000
-2.0%
1,459,763
-7.1%
0.31%0.0%
Q4 2015$92,687,000
-1.6%
1,570,979
-3.5%
0.31%
-6.5%
Q3 2015$94,158,000
+9.6%
1,628,758
+11.7%
0.34%
+20.0%
Q2 2015$85,923,000
+113.5%
1,457,795
+146.3%
0.28%
+118.8%
Q1 2015$40,246,000
-2.2%
591,850
+0.8%
0.13%
-1.5%
Q4 2014$41,153,000
+17.2%
587,068
+6.6%
0.13%
+15.0%
Q3 2014$35,122,000
+6.3%
550,756
+7.3%
0.11%
+8.7%
Q2 2014$33,054,000
+8.9%
513,261
+1.6%
0.10%
+7.2%
Q1 2014$30,357,000
+73.4%
505,365
+77.1%
0.10%
+70.2%
Q4 2013$17,502,000
+154.6%
285,283
+168.6%
0.06%
+128.0%
Q3 2013$6,873,000
+10.4%
106,224
+12.9%
0.02%0.0%
Q2 2013$6,226,00094,0850.02%
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