Wellington Shields Capital Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 303 filers reported holding WP CAREY INC in Q3 2014. The put-call ratio across all filers is 1.17 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
Wellington Shields Capital Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,711,802
-19.0%
50,144
+1.1%
0.36%
-12.5%
Q2 2023$3,349,881
-12.7%
49,584
+0.0%
0.41%
-11.5%
Q1 2023$3,839,362
-0.9%
49,572
+0.0%
0.46%
-1.7%
Q4 2022$3,873,275
+14.8%
49,562
+2.6%
0.47%
-41.4%
Q3 2022$3,373,000
-10.0%
48,321
+6.9%
0.80%
+72.5%
Q2 2022$3,746,000
-1.2%
45,211
-2.3%
0.46%
+12.0%
Q1 2022$3,792,000
-15.3%
46,287
-15.1%
0.42%
-27.6%
Q4 2021$4,475,000
+11.9%
54,541
-0.4%
0.57%
+5.1%
Q3 2021$3,998,000
-1.9%
54,733
+0.2%
0.54%
+10.5%
Q2 2021$4,076,000
+6.0%
54,622
+0.5%
0.49%
+35.1%
Q1 2021$3,847,000
+1.3%
54,370
+1.0%
0.36%
-28.1%
Q4 2020$3,798,000
+0.7%
53,810
-7.0%
0.51%
-15.1%
Q3 2020$3,771,000
-3.7%
57,874
+0.0%
0.60%
-4.8%
Q2 2020$3,914,000
+14.7%
57,863
-1.5%
0.63%
-2.5%
Q1 2020$3,412,000
-8.9%
58,753
+25.6%
0.64%
+11.8%
Q4 2019$3,745,000
-13.4%
46,794
-3.2%
0.58%
-18.2%
Q3 2019$4,326,000
+29.5%
48,337
+17.5%
0.70%
+27.3%
Q2 2019$3,340,000
+3.2%
41,146
-0.4%
0.55%
+0.4%
Q1 2019$3,237,000
+15.6%
41,330
-3.6%
0.55%
+4.2%
Q4 2018$2,801,000
+16.7%
42,861
+14.8%
0.53%
+36.7%
Q3 2018$2,401,000
+15.2%
37,341
+18.8%
0.39%
+12.2%
Q2 2018$2,085,000
+7.1%
31,422
+0.1%
0.34%
+17.3%
Q1 2018$1,947,000
-15.6%
31,403
-6.2%
0.29%
-17.9%
Q4 2017$2,306,000
+2.3%
33,475
+0.1%
0.36%
-3.2%
Q3 2017$2,255,000
-1.4%
33,458
-3.5%
0.37%
-0.8%
Q2 2017$2,288,000
+13.7%
34,661
+7.2%
0.37%
+14.8%
Q1 2017$2,012,000
+2.9%
32,343
-2.2%
0.32%
+0.3%
Q4 2016$1,955,000
+62.8%
33,080
+77.7%
0.32%
+55.0%
Q3 2016$1,201,000
-7.5%
18,618
-0.5%
0.21%
-5.0%
Q2 2016$1,299,000
+36.6%
18,718
+22.5%
0.22%
+31.7%
Q1 2016$951,000
+5.5%
15,2780.0%0.17%
+9.2%
Q4 2015$901,000
+8.4%
15,278
+6.3%
0.15%
+7.0%
Q3 2015$831,000
-42.9%
14,378
-41.7%
0.14%
-35.9%
Q2 2015$1,455,000
-33.1%
24,678
-22.8%
0.22%
-31.6%
Q1 2015$2,174,000
-2.7%
31,978
+0.3%
0.33%
-8.4%
Q4 2014$2,235,000
+13.3%
31,878
+3.0%
0.36%
+8.9%
Q3 2014$1,973,000
-6.2%
30,935
-5.3%
0.33%
-0.6%
Q2 2014$2,103,000
+44.8%
32,653
+35.1%
0.33%
+32.7%
Q1 2014$1,452,000
-2.0%
24,165
+0.0%
0.25%
-6.8%
Q4 2013$1,482,000
-12.5%
24,163
-7.6%
0.27%
-17.9%
Q3 2013$1,693,000
-7.4%
26,161
-5.3%
0.32%0.0%
Q2 2013$1,829,00027,6390.32%
Other shareholders
WP CAREY INC shareholders Q3 2014
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