HARBOR INVESTMENT ADVISORY, LLC - 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
HARBOR INVESTMENT ADVISORY, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,081,183
-3.9%
19,992
+20.0%
0.14%
-9.6%
Q2 2023$1,125,453
-13.7%
16,659
-1.1%
0.16%
-19.5%
Q1 2023$1,304,041
-0.3%
16,837
+0.6%
0.20%
-4.4%
Q4 2022$1,307,704
+34.3%
16,733
+19.9%
0.20%
+27.5%
Q3 2022$974,000
-6.3%
13,957
+11.2%
0.16%
-4.2%
Q2 2022$1,040,000
+2.3%
12,551
-0.2%
0.17%
+23.7%
Q1 2022$1,017,000
-4.3%
12,581
-2.9%
0.14%0.0%
Q4 2021$1,063,000
+11.2%
12,956
-1.0%
0.14%
+3.8%
Q3 2021$956,000
-1.7%
13,088
+0.4%
0.13%
-1.5%
Q2 2021$973,000
+8.8%
13,033
+3.2%
0.13%
-2.2%
Q1 2021$894,000
+31.5%
12,631
+31.2%
0.14%
+23.9%
Q4 2020$680,000
+12.8%
9,630
+4.1%
0.11%
-5.2%
Q3 2020$603,000
-4.6%
9,252
-0.9%
0.12%
-14.2%
Q2 2020$632,000
+16.6%
9,337
+0.0%
0.13%
-8.2%
Q1 2020$542,000
-27.6%
9,336
-0.2%
0.15%
-15.1%
Q4 2019$749,0009,3590.17%
Other shareholders
WP CAREY INC shareholders Q3 2021
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