CWM, 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
CWM, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,355
-10.5%
25,064
+11.8%
0.01%
-11.1%
Q2 2023$1,514
+6.5%
22,415
+22.1%
0.01%
-10.0%
Q1 2023$1,422
-5.5%
18,365
-4.7%
0.01%
-9.1%
Q4 2022$1,505
-99.9%
19,262
+12.2%
0.01%
+10.0%
Q3 2022$1,199,000
+2.7%
17,171
+21.8%
0.01%
+11.1%
Q2 2022$1,168,000
+3.6%
14,098
+1.1%
0.01%
+12.5%
Q1 2022$1,127,000
-5.8%
13,939
-4.5%
0.01%0.0%
Q4 2021$1,197,000
-17.9%
14,589
-25.3%
0.01%
-33.3%
Q2 2021$1,458,0000.0%19,5340.0%0.01%0.0%
Q1 2021$1,458,0000.0%19,5340.0%0.01%0.0%
Q4 2020$1,458,0000.0%19,5340.0%0.01%0.0%
Q3 2020$1,458,0000.0%19,5340.0%0.01%0.0%
Q2 2020$1,458,0000.0%19,5340.0%0.01%0.0%
Q1 2020$1,458,0000.0%19,5340.0%0.01%0.0%
Q4 2019$1,458,0000.0%19,5340.0%0.01%0.0%
Q3 2019$1,458,0000.0%19,5340.0%0.01%0.0%
Q2 2019$1,458,0000.0%19,5340.0%0.01%0.0%
Q1 2019$1,458,000
-5.0%
19,534
-16.9%
0.01%
-68.4%
Q4 2018$1,535,000
+372.3%
23,499
+364.3%
0.04%
+375.0%
Q3 2018$325,000
-1.8%
5,061
+1.6%
0.01%
-27.3%
Q2 2018$331,000
+8.9%
4,983
+1.6%
0.01%
-8.3%
Q1 2018$304,000
-8.7%
4,904
+1.5%
0.01%
-20.0%
Q4 2017$333,000
+3.7%
4,830
+1.4%
0.02%0.0%
Q3 2017$321,000
+3.5%
4,761
+1.5%
0.02%
-6.2%
Q2 2017$310,000
+6.2%
4,6920.0%0.02%
-5.9%
Q1 2017$292,000
+5.4%
4,6920.0%0.02%0.0%
Q4 2016$277,000
-29.9%
4,692
-17.6%
0.02%
-41.4%
Q2 2016$395,000
+11.6%
5,6920.0%0.03%
-6.5%
Q1 2016$354,000
-2.7%
5,692
-7.6%
0.03%
-13.9%
Q4 2015$364,000
+2.2%
6,1630.0%0.04%0.0%
Q3 2015$356,000
+17.1%
6,163
+19.4%
0.04%
+24.1%
Q2 2015$304,000
-13.4%
5,1630.0%0.03%
-19.4%
Q1 2015$351,000
+6.7%
5,163
+10.0%
0.04%
-10.0%
Q4 2014$329,000
+10.0%
4,6920.0%0.04%
-7.0%
Q3 2014$299,000
-1.0%
4,6920.0%0.04%
-20.4%
Q2 2014$302,000
+7.1%
4,6920.0%0.05%
+42.1%
Q1 2014$282,0004,6920.04%
Other shareholders
WP CAREY INC shareholders Q3 2023
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