Sumitomo Mitsui DS Asset Management Company, Ltd - 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
Sumitomo Mitsui DS Asset Management Company, Ltd ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,962,178
-20.0%
54,774
-0.1%
0.05%
-19.3%
Q2 2023$3,704,180
+3.5%
54,828
+18.7%
0.06%
-10.9%
Q1 2023$3,577,958
+4.9%
46,197
+5.9%
0.06%
-7.2%
Q4 2022$3,409,294
+23.6%
43,625
+10.4%
0.07%
+9.5%
Q3 2022$2,758,000
-5.7%
39,511
+11.9%
0.06%
-10.0%
Q2 2022$2,925,000
+11.0%
35,300
+8.3%
0.07%
+25.0%
Q1 2022$2,635,000
+6.6%
32,594
+8.2%
0.06%
+7.7%
Q4 2021$2,471,000
+31.2%
30,119
+16.8%
0.05%
+15.6%
Q3 2021$1,883,000
+4.2%
25,786
+6.5%
0.04%
+4.7%
Q2 2021$1,807,000
+14.9%
24,220
+9.0%
0.04%
+4.9%
Q1 2021$1,572,000
+7.8%
22,217
+7.5%
0.04%0.0%
Q4 2020$1,458,000
+9.5%
20,667
+1.0%
0.04%
-2.4%
Q3 2020$1,332,000
-0.7%
20,454
+3.2%
0.04%
-8.7%
Q2 2020$1,341,000
+28.0%
19,826
+9.9%
0.05%
+7.0%
Q1 2020$1,048,000
-27.3%
18,047
+0.1%
0.04%
-12.2%
Q4 2019$1,442,000
+0.1%
18,026
+12.0%
0.05%
-9.3%
Q3 2019$1,440,000
+14.8%
16,095
+4.2%
0.05%
+5.9%
Q2 2019$1,254,000
-88.8%
15,452
-89.2%
0.05%
-72.4%
Q1 2019$11,229,000
+942.6%
143,359
+768.9%
0.18%
+873.7%
Q4 2018$1,077,000
+209.5%
16,498
+204.7%
0.02%
+280.0%
Q3 2018$348,000
+21.7%
5,415
+25.5%
0.01%
+25.0%
Q2 2018$286,000
+39.5%
4,315
+30.2%
0.00%
+33.3%
Q1 2018$205,000
-8.5%
3,315
+1.5%
0.00%0.0%
Q4 2017$224,0000.0%3,265
-2.1%
0.00%0.0%
Q3 2017$224,000
+10.3%
3,335
+8.1%
0.00%0.0%
Q2 2017$203,000
-39.4%
3,085
-42.7%
0.00%
-50.0%
Q1 2017$335,000
+3.7%
5,385
-1.6%
0.01%0.0%
Q4 2016$323,000
+20.1%
5,475
+31.1%
0.01%0.0%
Q3 2016$269,000
-4.6%
4,175
+2.5%
0.01%
-33.3%
Q2 2016$282,000
+36.9%
4,075
+22.6%
0.01%
+50.0%
Q1 2016$206,000
+2.5%
3,325
-2.9%
0.01%0.0%
Q2 2015$201,000
-13.4%
3,4250.0%0.01%
-14.3%
Q1 2015$232,000
-3.3%
3,4250.0%0.01%0.0%
Q4 2014$240,000
-12.7%
3,425
-20.8%
0.01%
-12.5%
Q3 2014$275,000
-26.7%
4,325
-25.8%
0.01%
-27.3%
Q2 2014$375,000
-36.4%
5,825
-40.7%
0.01%
-35.3%
Q1 2014$590,000
-24.0%
9,825
-22.3%
0.02%
-22.7%
Q4 2013$776,000
-21.1%
12,650
-16.8%
0.02%
-21.4%
Q3 2013$983,000
-2.9%
15,200
-0.7%
0.03%
-3.4%
Q2 2013$1,012,00015,3000.03%
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