Ensign Peak Advisors, Inc - 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
Ensign Peak Advisors, Inc ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$5,085,630
-8.3%
94,039
+14.5%
0.01%0.0%
Q2 2023$5,548,027
-24.6%
82,120
-13.6%
0.01%
-31.2%
Q1 2023$7,360,849
+28.1%
95,040
+29.2%
0.02%
+23.1%
Q4 2022$5,748,324
-18.2%
73,555
-27.0%
0.01%
-23.5%
Q3 2022$7,031,000
+3.7%
100,735
+23.1%
0.02%
+6.2%
Q2 2022$6,779,000
+35.8%
81,815
+32.5%
0.02%
+60.0%
Q1 2022$4,991,000
+23.0%
61,745
+24.9%
0.01%
+25.0%
Q4 2021$4,057,000
+41.3%
49,430
+25.8%
0.01%
+33.3%
Q3 2021$2,871,000
-36.4%
39,300
-35.0%
0.01%
-33.3%
Q2 2021$4,515,000
+74.8%
60,495
+65.7%
0.01%
+50.0%
Q1 2021$2,583,000
-63.3%
36,505
-63.4%
0.01%
-62.5%
Q4 2020$7,032,000
+200.5%
99,624
+177.4%
0.02%
+166.7%
Q3 2020$2,340,000
+15.5%
35,915
+19.9%
0.01%0.0%
Q2 2020$2,026,000
+347.2%
29,945
+283.9%
0.01%
+200.0%
Q1 2020$453,000
-38.1%
7,801
-14.7%
0.00%0.0%
Q4 2019$732,0009,1460.00%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders