KINGS POINT CAPITAL MANAGEMENT - 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
KINGS POINT CAPITAL MANAGEMENT ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2022$98,000
-2.0%
1,2180.0%0.01%
+12.5%
Q4 2021$100,000
+12.4%
1,2180.0%0.01%0.0%
Q3 2021$89,000
-2.2%
1,2180.0%0.01%0.0%
Q2 2021$91,000
+5.8%
1,2180.0%0.01%0.0%
Q1 2021$86,0000.0%1,2180.0%0.01%
-11.1%
Q4 2020$86,000
+8.9%
1,2180.0%0.01%
-10.0%
Q3 2020$79,000
-3.7%
1,2180.0%0.01%
-16.7%
Q2 2020$82,000
+15.5%
1,2180.0%0.01%
-7.7%
Q1 2020$71,000
-34.9%
1,218
-11.0%
0.01%
-18.8%
Q4 2019$109,000
-10.7%
1,3680.0%0.02%
-23.8%
Q3 2019$122,000
+23.2%
1,368
+12.3%
0.02%
+16.7%
Q2 2019$99,000
+4.2%
1,2180.0%0.02%
-5.3%
Q1 2019$95,000
+18.8%
1,2180.0%0.02%
+5.6%
Q4 2018$80,0001,2180.02%
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