LPL Financial 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
LPL Financial LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$41,064,957
-21.2%
759,338
-1.6%
0.03%
-21.6%
Q2 2023$52,142,924
-14.0%
771,802
-1.4%
0.04%
-21.3%
Q1 2023$60,607,553
-5.0%
782,538
-4.1%
0.05%
-14.5%
Q4 2022$63,774,059
+13.7%
816,047
+1.6%
0.06%
+1.9%
Q3 2022$56,080,000
+3.9%
803,443
+23.3%
0.05%
+5.9%
Q2 2022$53,990,000
+5.1%
651,577
+2.5%
0.05%
+15.9%
Q1 2022$51,388,000
+0.2%
635,675
+1.7%
0.04%
+2.3%
Q4 2021$51,289,000
+15.8%
625,096
+3.1%
0.04%
+2.4%
Q3 2021$44,292,000
+3.5%
606,406
+5.7%
0.04%
-2.3%
Q2 2021$42,802,000
+12.4%
573,602
+6.6%
0.04%
-2.3%
Q1 2021$38,090,000
+7.5%
538,300
+7.3%
0.04%
-4.3%
Q4 2020$35,418,000
+19.4%
501,812
+10.3%
0.05%0.0%
Q3 2020$29,651,000
-2.8%
455,047
+0.9%
0.05%
-13.2%
Q2 2020$30,501,000
+12.8%
450,865
-3.2%
0.05%
-8.6%
Q1 2020$27,050,000
-26.3%
465,742
+1.6%
0.06%
-13.4%
Q4 2019$36,697,000
-7.6%
458,489
+3.3%
0.07%
-17.3%
Q3 2019$39,736,000
+7.7%
443,976
-2.3%
0.08%
+2.5%
Q2 2019$36,890,000
+10.5%
454,421
+6.7%
0.08%
+3.9%
Q1 2019$33,370,000
+42.5%
426,021
+18.9%
0.08%
+22.6%
Q4 2018$23,412,000
+83.3%
358,317
+80.4%
0.06%
+100.0%
Q3 2018$12,772,000
-7.8%
198,597
-4.8%
0.03%
-13.9%
Q2 2018$13,845,000
+2.3%
208,663
-4.4%
0.04%
-2.7%
Q1 2018$13,530,000
-5.8%
218,254
+4.7%
0.04%
-15.9%
Q4 2017$14,364,000
+14.3%
208,474
+11.8%
0.04%0.0%
Q3 2017$12,562,000
+6.9%
186,410
+4.7%
0.04%
-2.2%
Q2 2017$11,749,000
+10.2%
177,986
+3.3%
0.04%
-38.4%
Q1 2017$10,662,000
+13.1%
172,221
+9.7%
0.07%
+1.4%
Q4 2016$9,429,000
+2.9%
157,024
+8.2%
0.07%
-17.2%
Q3 2016$9,163,000
+17.6%
145,074
+28.8%
0.09%
+31.8%
Q2 2016$7,793,000
-38.7%
112,651
-45.8%
0.07%
+88.6%
Q1 2016$12,715,000
+11.8%
207,701
+9.5%
0.04%
+9.4%
Q4 2015$11,370,000
+139.6%
189,602
+134.8%
0.03%
+23.1%
Q3 2015$4,746,000
-0.3%
80,751
+1.2%
0.03%
+8.3%
Q2 2015$4,760,000
+0.7%
79,779
+14.8%
0.02%0.0%
Q1 2015$4,727,000
-5.4%
69,485
-2.5%
0.02%
-11.1%
Q4 2014$4,998,000
+9.2%
71,296
-0.2%
0.03%0.0%
Q3 2014$4,577,000
+15.0%
71,425
+15.6%
0.03%
+17.4%
Q2 2014$3,979,000
+10.4%
61,785
+2.9%
0.02%
+4.5%
Q1 2014$3,605,000
+11.9%
60,021
+14.3%
0.02%
+10.0%
Q4 2013$3,222,000
-4.9%
52,522
+1.1%
0.02%
-13.0%
Q3 2013$3,387,000
+5.9%
51,966
+7.5%
0.02%0.0%
Q2 2013$3,198,00048,3360.02%
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