Sumitomo Mitsui Trust Holdings, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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
Sumitomo Mitsui Trust Holdings, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$40,576,819
-21.3%
750,311
-1.7%
0.03%
-17.5%
Q2 2023$51,562,873
-11.9%
763,216
+1.0%
0.04%
-9.1%
Q1 2023$58,550,031
+4.5%
755,972
+5.4%
0.04%0.0%
Q4 2022$56,031,440
+8.5%
716,973
-3.1%
0.04%
+4.8%
Q3 2022$51,654,000
-11.8%
740,026
+4.6%
0.04%
-6.7%
Q2 2022$58,597,000
+4.9%
707,178
+2.4%
0.04%
+21.6%
Q1 2022$55,835,000
-2.9%
690,686
-1.4%
0.04%
+5.7%
Q4 2021$57,495,000
+10.7%
700,728
-1.5%
0.04%
+9.4%
Q3 2021$51,938,000
-4.1%
711,083
-2.1%
0.03%0.0%
Q2 2021$54,185,000
-2.3%
726,143
-7.3%
0.03%
-8.6%
Q1 2021$55,445,000
-3.8%
783,560
-4.1%
0.04%
-5.4%
Q4 2020$57,642,000
-4.8%
816,690
-12.1%
0.04%
-9.8%
Q3 2020$60,545,000
-9.8%
929,175
-6.3%
0.04%
-12.8%
Q2 2020$67,109,000
+16.6%
992,003
+0.1%
0.05%
-4.1%
Q1 2020$57,560,000
-22.6%
991,048
+6.7%
0.05%
-15.5%
Q4 2019$74,345,000
-1.9%
928,849
+9.7%
0.06%
-12.1%
Q3 2019$75,748,000
+17.2%
846,342
+6.3%
0.07%
+13.8%
Q2 2019$64,638,000
+24.0%
796,235
+19.6%
0.06%
+20.8%
Q1 2019$52,143,000
+11.8%
665,690
-7.0%
0.05%
-4.0%
Q4 2018$46,653,000
+550.3%
715,640
+541.5%
0.05%
+525.0%
Q3 2018$7,174,000
-1.4%
111,556
+1.8%
0.01%0.0%
Q2 2018$7,273,000
+15.6%
109,618
+8.0%
0.01%0.0%
Q1 2018$6,293,000
-7.7%
101,524
+2.6%
0.01%
-11.1%
Q4 2017$6,820,000
+0.1%
98,988
-2.0%
0.01%
-10.0%
Q3 2017$6,810,000
+1.0%
101,052
-1.1%
0.01%0.0%
Q2 2017$6,745,000
+6.4%
102,189
+0.3%
0.01%0.0%
Q1 2017$6,338,000
+1.4%
101,870
-3.7%
0.01%0.0%
Q4 2016$6,249,000
+30.9%
105,761
+43.0%
0.01%
+25.0%
Q3 2016$4,774,000
-3.9%
73,983
+3.4%
0.01%
-11.1%
Q2 2016$4,967,000
+10.7%
71,544
-0.7%
0.01%
+12.5%
Q1 2016$4,485,000
+4.9%
72,063
+0.5%
0.01%0.0%
Q4 2015$4,277,000
+6.2%
71,737
+3.0%
0.01%0.0%
Q3 2015$4,027,000
+0.4%
69,651
+2.4%
0.01%
+14.3%
Q2 2015$4,009,000
-5.2%
68,013
+9.4%
0.01%
-12.5%
Q1 2015$4,229,000
-7.5%
62,184
-2.5%
0.01%
-11.1%
Q4 2014$4,572,000
+3.8%
63,808
-7.6%
0.01%0.0%
Q3 2014$4,405,000
+68.6%
69,070
+70.2%
0.01%
+80.0%
Q2 2014$2,613,000
+13.5%
40,581
+5.9%
0.01%0.0%
Q1 2014$2,302,000
+4.8%
38,322
+7.5%
0.01%0.0%
Q4 2013$2,196,000
-8.1%
35,638
-3.5%
0.01%0.0%
Q3 2013$2,390,000
-4.4%
36,946
-2.2%
0.01%
-16.7%
Q2 2013$2,500,00037,7790.01%
Other shareholders
WP CAREY INC shareholders Q4 2022
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