First City Capital Management, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
First City Capital Management, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$507,811
-21.1%
9,390
-1.5%
0.32%
-16.1%
Q2 2023$643,982
-14.8%
9,532
-6.4%
0.38%
-14.0%
Q1 2023$755,504
-1.8%
10,182
+3.5%
0.44%
-4.5%
Q4 2022$769,152
+8.9%
9,842
-2.7%
0.46%
-0.4%
Q3 2022$706,000
-18.2%
10,117
-2.9%
0.46%
-12.4%
Q2 2022$863,000
+2.5%
10,4170.0%0.53%
+14.4%
Q1 2022$842,000
+7.1%
10,4170.0%0.46%
+5.0%
Q4 2021$786,000
+5.2%
10,417
+1.9%
0.44%
+5.2%
Q3 2021$747,000
-8.8%
10,227
-2.4%
0.42%
-6.7%
Q2 2021$819,000
+13.9%
10,477
+4.5%
0.45%
+8.2%
Q1 2021$719,000
+7.6%
10,027
+3.6%
0.42%
-2.6%
Q4 2020$668,000
-51.5%
9,677
-53.1%
0.43%
-16.6%
Q3 2020$1,377,000
+75.0%
20,649
+77.5%
0.51%
-15.2%
Q2 2020$787,000
+23.9%
11,635
+6.4%
0.60%
-2.9%
Q1 2020$635,000
-36.7%
10,935
-12.8%
0.62%
-9.9%
Q4 2019$1,003,000
-12.0%
12,535
-1.6%
0.69%
-17.3%
Q3 2019$1,140,000
-50.1%
12,735
-68.2%
0.83%
-49.9%
Q2 2019$2,286,000
+118.1%
40,007
+198.9%
1.66%
+121.1%
Q1 2019$1,048,000
+14.9%
13,385
-4.1%
0.75%
+5.9%
Q4 2018$912,000
+1.6%
13,9600.0%0.71%
+19.1%
Q3 2018$898,000
-99.3%
13,960
+625.2%
0.60%
+628.0%
Q1 2016$119,812,000
+45.4%
1,925
+35.1%
0.08%
+34.4%
Q3 2015$82,379,000
+1018.1%
1,425
+1040.0%
0.06%
+1120.0%
Q2 2015$7,368,000
-13.3%
1250.0%0.01%
-16.7%
Q1 2015$8,500,000
-3.0%
1250.0%0.01%0.0%
Q4 2014$8,763,0001250.01%
Other shareholders
WP CAREY INC shareholders Q3 2021
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