Zurcher Kantonalbank (Zurich Cantonalbank) - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 644 filers reported holding WP CAREY INC in Q1 2021. The put-call ratio across all filers is 0.70 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
Zurcher Kantonalbank (Zurich Cantonalbank) ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$4,334,836
-20.2%
80,156
-0.3%
0.02%
-20.8%
Q2 2023$5,433,581
-9.8%
80,426
+3.4%
0.02%
-17.2%
Q1 2023$6,025,378
+7.7%
77,797
+8.7%
0.03%
-3.3%
Q4 2022$5,593,821
-23.4%
71,578
-31.5%
0.03%
-30.2%
Q3 2022$7,298,000
-8.5%
104,556
+8.6%
0.04%
-8.5%
Q2 2022$7,977,000
-2.2%
96,265
-4.6%
0.05%
+17.5%
Q1 2022$8,159,000
-31.3%
100,929
-30.3%
0.04%
-31.0%
Q4 2021$11,883,000
+103.7%
144,824
+81.3%
0.06%
+81.2%
Q3 2021$5,834,000
+2.1%
79,874
+4.3%
0.03%0.0%
Q2 2021$5,715,000
-1.2%
76,585
-6.4%
0.03%
-5.9%
Q1 2021$5,787,000
-35.6%
81,781
-35.7%
0.03%
-38.2%
Q4 2020$8,982,000
-17.4%
127,266
-23.7%
0.06%
-28.6%
Q3 2020$10,875,000
+114.1%
166,900
+122.2%
0.08%
+75.0%
Q2 2020$5,080,000
+9.7%
75,098
-5.8%
0.04%
+2.3%
Q1 2020$4,632,000
-25.4%
79,757
+2.8%
0.04%
-10.4%
Q4 2019$6,209,000
-46.7%
77,575
-40.4%
0.05%
-51.0%
Q3 2019$11,654,000
+113.6%
130,210
+93.8%
0.10%
+113.0%
Q2 2019$5,456,000
+13.4%
67,205
+9.4%
0.05%
+7.0%
Q1 2019$4,811,000
+24.5%
61,419
+3.8%
0.04%
+10.3%
Q4 2018$3,865,000
+110.3%
59,149
+106.9%
0.04%
+143.8%
Q3 2018$1,838,000
-1.0%
28,582
+2.2%
0.02%
-5.9%
Q2 2018$1,856,000
+191.4%
27,970
+172.3%
0.02%
+183.3%
Q1 2018$637,000
+5.5%
10,270
+17.1%
0.01%
+20.0%
Q4 2017$604,000
+24.0%
8,770
+21.4%
0.01%0.0%
Q3 2017$487,000
+2.7%
7,224
+0.6%
0.01%0.0%
Q2 2017$474,000
+28.5%
7,183
+21.2%
0.01%
+25.0%
Q1 2017$369,000
+10.8%
5,928
+5.2%
0.00%
+33.3%
Q4 2016$333,000
-8.3%
5,637
+0.3%
0.00%
-25.0%
Q3 2016$363,000
+1.4%
5,621
+9.0%
0.00%
-20.0%
Q2 2016$358,000
+18.2%
5,159
+5.9%
0.01%
+25.0%
Q1 2016$303,000
+5.6%
4,8710.0%0.00%0.0%
Q4 2015$287,000
+119.1%
4,871
+115.4%
0.00%
+100.0%
Q3 2015$131,000
+77.0%
2,261
+80.2%
0.00%
+100.0%
Q2 2015$74,000
-16.9%
1,255
-4.2%
0.00%0.0%
Q1 2015$89,000
+6.0%
1,310
+8.7%
0.00%
-66.7%
Q4 2014$84,000
+37.7%
1,205
+25.7%
0.00%
+50.0%
Q3 2014$61,000
-1.6%
9590.0%0.00%0.0%
Q2 2014$62,000
+47.6%
959
+38.8%
0.00%
+100.0%
Q1 2014$42,000
+44.8%
691
+45.2%
0.00%0.0%
Q4 2013$29,000
+61.1%
476
+70.0%
0.00%0.0%
Q3 2013$18,000
-5.3%
2800.0%0.00%0.0%
Q2 2013$19,0000.0%2800.0%0.00%0.0%
Q1 2013$19,0002800.00%
Other shareholders
WP CAREY INC shareholders Q1 2021
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders