Plante Moran Financial Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 603 filers reported holding WP CAREY INC in Q1 2020. The put-call ratio across all filers is 0.75 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
Plante Moran Financial Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2021$51,000
-1.9%
7030.0%0.01%
-15.4%
Q2 2021$52,000
+4.0%
7030.0%0.01%
-7.1%
Q1 2021$50,0000.0%7030.0%0.01%
-6.7%
Q4 2020$50,000
+8.7%
7030.0%0.02%
-6.2%
Q3 2020$46,000
-4.2%
7030.0%0.02%
-15.8%
Q2 2020$48,000
+17.1%
7030.0%0.02%0.0%
Q1 2020$41,000
-26.8%
7030.0%0.02%0.0%
Q4 2019$56,000
-11.1%
7030.0%0.02%
+5.6%
Q3 2019$63,000
+10.5%
7030.0%0.02%
+5.9%
Q2 2019$57,000
+3.6%
7030.0%0.02%0.0%
Q1 2019$55,000
+19.6%
7030.0%0.02%
+6.2%
Q4 2018$46,000
+2.2%
7030.0%0.02%
+6.7%
Q3 2018$45,000
-4.3%
7030.0%0.02%
-37.5%
Q2 2018$47,000
+6.8%
7030.0%0.02%0.0%
Q1 2018$44,000
-8.3%
7030.0%0.02%
-11.1%
Q4 2017$48,0007030.03%
Other shareholders
WP CAREY INC shareholders Q1 2020
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