Crestwood Advisors Group, 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
Crestwood Advisors Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$386,510
-18.2%
7,147
+2.2%
0.01%
-33.3%
Q2 2023$472,447
-12.7%
6,993
+0.1%
0.02%
-16.7%
Q1 2023$540,988
-7.5%
6,985
-6.7%
0.02%
-10.0%
Q4 2022$584,953
+12.1%
7,4850.0%0.02%
+5.3%
Q3 2022$522,000
-25.6%
7,485
-11.7%
0.02%
-20.8%
Q2 2022$702,000
+8.8%
8,475
+6.3%
0.02%
+33.3%
Q1 2022$645,000
-1.8%
7,975
-0.4%
0.02%
+5.9%
Q4 2021$657,000
+12.3%
8,0050.0%0.02%0.0%
Q3 2021$585,000
-2.0%
8,0050.0%0.02%0.0%
Q2 2021$597,000
+5.5%
8,0050.0%0.02%
-5.6%
Q1 2021$566,000
-8.4%
8,005
-8.6%
0.02%
-10.0%
Q4 2020$618,000
+8.4%
8,7550.0%0.02%
-4.8%
Q3 2020$570,000
-3.7%
8,7550.0%0.02%
-12.5%
Q2 2020$592,000
-35.7%
8,755
-44.8%
0.02%
-47.8%
Q1 2020$921,000
-27.7%
15,865
-0.3%
0.05%
-8.0%
Q4 2019$1,274,000
-11.0%
15,915
-0.5%
0.05%
-20.6%
Q3 2019$1,431,00015,9900.06%
Other shareholders
WP CAREY INC shareholders Q1 2022
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