WHALEROCK POINT PARTNERS, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 326 filers reported holding WP CAREY INC in Q2 2015. The put-call ratio across all filers is 0.49 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
WHALEROCK POINT PARTNERS, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2022$201,000
-9.9%
2,425
-12.9%
0.08%
-28.6%
Q4 2019$223,000
-10.4%
2,7850.0%0.12%
-11.2%
Q3 2019$249,000
+10.2%
2,7850.0%0.13%
+3.9%
Q2 2019$226,000
-12.1%
2,785
-30.3%
0.13%
-31.0%
Q3 2018$257,000
-3.0%
3,9950.0%0.19%
-11.8%
Q2 2018$265,000
-23.0%
3,995
-28.0%
0.21%
+92.7%
Q1 2018$344,000
-9.9%
5,5450.0%0.11%
-9.1%
Q4 2017$382,000
+2.1%
5,5450.0%0.12%
-8.3%
Q3 2017$374,000
+1.9%
5,5450.0%0.13%
-2.2%
Q2 2017$367,000
-7.6%
5,545
-13.0%
0.14%
-8.8%
Q1 2017$397,000
+2.3%
6,370
-3.0%
0.15%
-3.3%
Q4 2016$388,000
+0.8%
6,570
+10.1%
0.15%
-3.8%
Q3 2016$385,000
+5.5%
5,970
+1.7%
0.16%
+1.3%
Q1 2016$365,000
+5.5%
5,8700.0%0.16%
+4.0%
Q4 2015$346,000
-15.4%
5,870
-17.1%
0.15%
-14.2%
Q3 2015$409,000
-12.6%
7,080
-11.0%
0.18%
-8.8%
Q2 2015$468,000
-12.4%
7,955
+1.3%
0.19%
-11.5%
Q1 2015$534,0007,8550.22%
Other shareholders
WP CAREY INC shareholders Q2 2015
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders