Raymond James Financial Services Advisors, 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
Raymond James Financial Services Advisors, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$7,694,475
-18.7%
142,279
+1.6%
0.01%
-17.6%
Q2 2023$9,458,990
-17.4%
140,009
-5.3%
0.02%
-22.7%
Q1 2023$11,445,615
+2.9%
147,781
+3.9%
0.02%0.0%
Q4 2022$11,118,061
-4.6%
142,264
-14.8%
0.02%
-15.4%
Q3 2022$11,654,000
-11.8%
166,954
+4.7%
0.03%
-10.3%
Q2 2022$13,216,000
+1.4%
159,500
-1.0%
0.03%
+16.0%
Q1 2022$13,031,000
+8.7%
161,192
+10.4%
0.02%
+13.6%
Q4 2021$11,983,000
+20.3%
146,034
+7.0%
0.02%
+10.0%
Q3 2021$9,965,000
+7.7%
136,431
+10.1%
0.02%
+5.3%
Q2 2021$9,249,000
-0.9%
123,944
-6.0%
0.02%
-9.5%
Q1 2021$9,333,000
-0.2%
131,897
-0.4%
0.02%
-8.7%
Q4 2020$9,348,000
+9.4%
132,441
+1.0%
0.02%
-4.2%
Q3 2020$8,542,000
+28.9%
131,085
+33.8%
0.02%
+14.3%
Q2 2020$6,629,000
+6.1%
97,991
-8.9%
0.02%
-22.2%
Q1 2020$6,245,000
-37.5%
107,521
-13.8%
0.03%
-15.6%
Q4 2019$9,987,000
-5.3%
124,774
+5.9%
0.03%
-15.8%
Q3 2019$10,541,000
+10.6%
117,776
+0.3%
0.04%
+2.7%
Q2 2019$9,532,000
+5.7%
117,419
+2.0%
0.04%0.0%
Q1 2019$9,015,000
+14.8%
115,088
-4.3%
0.04%
-9.8%
Q4 2018$7,854,000
+185.8%
120,199
+181.3%
0.04%
+241.7%
Q3 2018$2,748,000
+9.4%
42,737
+12.8%
0.01%
-7.7%
Q2 2018$2,513,000
+6.1%
37,872
-0.8%
0.01%
-7.1%
Q1 2018$2,368,000
-7.4%
38,194
+3.0%
0.01%
-12.5%
Q4 2017$2,556,000
+6.6%
37,090
+4.3%
0.02%
+6.7%
Q3 2017$2,397,000
+2.2%
35,567
+0.1%
0.02%
-6.2%
Q2 2017$2,346,000
-11.9%
35,542
-17.0%
0.02%
-20.0%
Q1 2017$2,663,000
+37.3%
42,807
+30.4%
0.02%
+25.0%
Q4 2016$1,939,000
-2.1%
32,823
+6.9%
0.02%
-11.1%
Q3 2016$1,981,000
-7.5%
30,694
-0.5%
0.02%
-14.3%
Q2 2016$2,141,000
-55.5%
30,844
-62.2%
0.02%
-62.5%
Q4 2015$4,810,000
+12.1%
81,523
+9.8%
0.06%
-22.2%
Q3 2015$4,291,000
+133.6%
74,233
+138.2%
0.07%
-45.0%
Q2 2015$1,837,000
-74.7%
31,168
-71.5%
0.13%
-38.2%
Q2 2013$7,248,000109,5320.21%
Other shareholders
WP CAREY INC shareholders Q3 2021
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