Forward Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
Forward Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2022$5,874,000
-1.4%
72,660
+0.1%
0.61%
+6.8%
Q4 2021$5,957,000
-20.7%
72,600
-29.4%
0.57%
-28.4%
Q3 2021$7,509,000
-10.8%
102,800
-8.9%
0.80%
-13.5%
Q2 2021$8,417,000
+164.4%
112,800
+150.7%
0.93%
+43.9%
Q1 2021$3,184,000
+8.6%
45,0000.0%0.64%
+32.5%
Q3 2020$2,931,000
-3.7%
45,0000.0%0.49%
-12.9%
Q2 2020$3,044,000
-48.4%
45,000
-55.0%
0.56%
+11.6%
Q4 2015$5,900,000
-69.5%
100,000
-70.1%
0.50%
-67.9%
Q3 2015$19,366,000
-37.6%
335,000
-31.2%
1.56%
-16.0%
Q3 2014$31,034,000
+21.8%
486,654
+23.0%
1.86%
+25.8%
Q2 2014$25,488,000
+40.4%
395,774
+31.0%
1.48%
+41.7%
Q1 2014$18,148,000302,1121.04%
Other shareholders
WP CAREY INC shareholders Q1 2022
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