State of Alaska, Department of Revenue - 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
State of Alaska, Department of Revenue ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$8,354
-15.5%
154,503
+5.6%
0.11%
-10.2%
Q2 2023$9,883
-13.6%
146,317
-0.9%
0.12%
-12.6%
Q1 2023$11,435
+2.7%
147,665
+3.6%
0.14%
-2.2%
Q4 2022$11,132
-99.9%
142,469
-0.1%
0.14%
+3.0%
Q3 2022$9,952,000
-12.7%
142,607
+3.7%
0.13%
-3.6%
Q2 2022$11,397,000
+43.1%
137,560
+39.6%
0.14%
+65.5%
Q1 2022$7,966,000
+2.8%
98,550
+4.3%
0.08%
+12.0%
Q4 2021$7,752,000
+12.2%
94,495
-0.1%
0.08%
+8.7%
Q3 2021$6,909,000
+24.7%
94,602
+27.4%
0.07%
+23.2%
Q2 2021$5,541,000
+15.7%
74,263
+9.7%
0.06%
+7.7%
Q1 2021$4,791,000
+36.6%
67,712
+36.2%
0.05%
+30.0%
Q4 2020$3,508,000
+10.2%
49,713
+1.7%
0.04%
+2.6%
Q3 2020$3,184,000
-3.2%
48,865
+0.5%
0.04%
-7.1%
Q2 2020$3,288,000
-54.8%
48,612
-61.2%
0.04%
-63.5%
Q1 2020$7,272,000
-23.2%
125,215
+5.8%
0.12%
-7.3%
Q4 2019$9,471,000
+25.9%
118,336
+40.8%
0.12%
+21.6%
Q3 2019$7,520,000
-8.1%
84,036
-16.7%
0.10%
-26.1%
Q2 2019$8,185,000
+32.6%
100,858
+27.9%
0.14%
+26.6%
Q1 2019$6,174,000
+36.6%
78,843
+13.9%
0.11%
+25.3%
Q4 2018$4,521,000
+55.9%
69,208
+53.4%
0.09%
+77.6%
Q3 2018$2,900,000
-12.4%
45,123
-9.6%
0.05%
-16.9%
Q2 2018$3,312,000
-18.2%
49,938
-23.6%
0.06%
-29.8%
Q1 2018$4,051,000
-6.5%
65,380
+4.0%
0.08%
-18.4%
Q4 2017$4,331,000
+14.2%
62,880
+11.7%
0.10%
-46.4%
Q3 2017$3,791,000
+15.6%
56,270
+13.2%
0.19%
-13.9%
Q2 2017$3,279,000
+18.8%
49,690
+12.0%
0.22%
+10.9%
Q1 2017$2,759,000
+36.1%
44,350
+29.3%
0.20%
+3.6%
Q4 2016$2,027,000
-7.3%
34,310
+1.3%
0.19%
-15.3%
Q3 2016$2,186,000
-8.1%
33,880
-1.1%
0.23%
-7.7%
Q2 2016$2,379,000
-3.9%
34,270
-13.9%
0.25%
-3.5%
Q1 2016$2,476,000
+7.2%
39,790
+1.6%
0.26%
-20.9%
Q4 2015$2,309,000
+3.0%
39,150
+0.9%
0.32%
-33.5%
Q3 2015$2,242,000
-1.9%
38,7900.0%0.49%
-1.4%
Q2 2015$2,286,000
-13.3%
38,7900.0%0.50%
-6.2%
Q1 2015$2,637,000
-6.3%
38,790
-3.4%
0.53%
-9.0%
Q4 2014$2,815,000
+7.6%
40,170
-2.1%
0.58%
-2.2%
Q3 2014$2,615,000
-13.8%
41,020
-13.0%
0.59%
-3.3%
Q2 2014$3,035,000
+8.3%
47,140
+1.0%
0.61%
+1.7%
Q1 2014$2,803,000
+33.8%
46,670
+36.6%
0.60%
+25.3%
Q4 2013$2,095,000
-6.8%
34,160
-1.7%
0.48%
-8.7%
Q3 2013$2,248,000
+16.0%
34,750
+18.6%
0.53%
+3.5%
Q2 2013$1,938,00029,2900.51%
Other shareholders
WP CAREY INC shareholders Q3 2023
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