Garrison Asset Management, LLC - 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
Garrison Asset Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$230
-19.0%
4,2460.0%0.14%
-13.0%
Q2 2023$284
-13.4%
4,246
+0.1%
0.16%
-20.7%
Q1 2023$328
-0.9%
4,240
+0.1%
0.20%
-5.1%
Q4 2022$331
-99.9%
4,237
+0.1%
0.21%
+2.4%
Q3 2022$296,000
-15.7%
4,234
+0.0%
0.21%
-11.1%
Q2 2022$351,000
+2.6%
4,232
+0.0%
0.24%
+21.8%
Q1 2022$342,000
-1.4%
4,230
+0.1%
0.19%
+2.1%
Q4 2021$347,000
+12.3%
4,227
+0.0%
0.19%
+0.5%
Q3 2021$309,000
-1.9%
4,225
+0.0%
0.19%
-1.6%
Q2 2021$315,000
+5.4%
4,223
+0.1%
0.19%
+0.5%
Q1 2021$299,000
+0.3%
4,2200.0%0.19%
-7.3%
Q4 2020$298,000
+8.4%
4,2200.0%0.20%
+41.4%
Q3 2020$275,000
-3.5%
4,2200.0%0.14%
-9.4%
Q2 2020$285,000
+2.9%
4,220
-11.4%
0.16%
-14.4%
Q1 2020$277,000
-27.3%
4,7630.0%0.19%
-0.5%
Q4 2019$381,000
+0.8%
4,763
+12.9%
0.19%
-4.1%
Q3 2019$378,000
+10.2%
4,2200.0%0.20%
+10.1%
Q2 2019$343,000
+3.6%
4,2200.0%0.18%
+1.7%
Q1 2019$331,000
+19.9%
4,2200.0%0.18%
+7.4%
Q4 2018$276,000
+1.8%
4,2200.0%0.16%
+21.6%
Q3 2018$271,000
-3.2%
4,2200.0%0.13%
-5.0%
Q2 2018$280,000
+6.9%
4,2200.0%0.14%
-4.1%
Q1 2018$262,000
-10.0%
4,2200.0%0.15%
-3.3%
Q4 2017$291,000
+2.5%
4,2200.0%0.15%
-4.4%
Q3 2017$284,000
+1.8%
4,2200.0%0.16%
-1.9%
Q2 2017$279,000
+6.1%
4,2200.0%0.16%
+4.5%
Q1 2017$263,000
+5.6%
4,2200.0%0.16%0.0%
Q4 2016$249,000
-6.4%
4,220
+2.4%
0.16%
-9.4%
Q3 2016$266,000
-7.0%
4,1200.0%0.17%
-10.5%
Q2 2016$286,000
+10.4%
4,120
-0.8%
0.19%
+5.5%
Q1 2016$259,000
+5.7%
4,1550.0%0.18%
+7.1%
Q4 2015$245,000
+2.1%
4,1550.0%0.17%
-3.4%
Q3 2015$240,000
-2.0%
4,1550.0%0.18%
+6.1%
Q2 2015$245,000
-13.4%
4,1550.0%0.16%
-12.2%
Q1 2015$283,000
+6.8%
4,1550.0%0.19%
-5.5%
Q4 2014$265,0000.0%4,1550.0%0.20%0.0%
Q3 2014$265,000
-1.1%
4,1550.0%0.20%
+2.6%
Q2 2014$268,000
+7.2%
4,1550.0%0.19%
-0.5%
Q1 2014$250,000
+2.9%
4,155
+4.9%
0.20%
-1.5%
Q4 2013$243,000
-5.1%
3,9600.0%0.20%
-11.6%
Q3 2013$256,000
-2.3%
3,9600.0%0.22%
-8.2%
Q2 2013$262,0003,9600.24%
Other shareholders
WP CAREY INC shareholders Q3 2023
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