Creative Planning - 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
Creative Planning ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$3,513,738
-22.3%
64,973
-2.9%
0.01%
-16.7%
Q2 2023$4,520,853
-16.0%
66,916
-3.7%
0.01%
-25.0%
Q1 2023$5,379,145
-1.6%
69,453
-0.7%
0.01%0.0%
Q4 2022$5,468,613
+16.5%
69,976
+4.0%
0.01%0.0%
Q3 2022$4,695,000
+19.9%
67,257
+42.3%
0.01%
+33.3%
Q2 2022$3,916,000
+22.2%
47,262
+19.2%
0.01%
+20.0%
Q1 2022$3,205,000
+1.9%
39,646
+3.5%
0.01%0.0%
Q4 2021$3,144,000
+11.0%
38,319
-1.2%
0.01%0.0%
Q3 2021$2,832,000
-4.6%
38,771
-2.6%
0.01%0.0%
Q2 2021$2,970,000
+4.0%
39,802
-1.4%
0.01%
-16.7%
Q1 2021$2,857,000
+0.7%
40,369
+0.5%
0.01%0.0%
Q4 2020$2,836,000
+7.0%
40,176
-1.2%
0.01%
-14.3%
Q3 2020$2,651,000
+3.5%
40,682
+7.5%
0.01%0.0%
Q2 2020$2,561,000
+30.1%
37,853
+11.7%
0.01%0.0%
Q1 2020$1,968,000
-20.8%
33,876
+9.1%
0.01%0.0%
Q4 2019$2,485,000
-30.6%
31,042
-22.5%
0.01%
-41.7%
Q3 2019$3,583,000
+18.6%
40,037
+7.5%
0.01%
+20.0%
Q2 2019$3,022,000
-1.5%
37,228
-4.9%
0.01%
-9.1%
Q1 2019$3,067,000
+7.5%
39,153
-10.3%
0.01%
-8.3%
Q4 2018$2,852,000
+61.4%
43,651
+58.9%
0.01%
+71.4%
Q3 2018$1,767,000
-1.7%
27,469
+1.3%
0.01%0.0%
Q2 2018$1,798,000
+34.1%
27,105
+25.3%
0.01%
+40.0%
Q1 2018$1,341,000
-8.0%
21,636
+2.3%
0.01%
-16.7%
Q4 2017$1,457,000
+2.4%
21,154
+0.2%
0.01%
-14.3%
Q3 2017$1,423,000
-5.6%
21,119
-7.6%
0.01%
-12.5%
Q2 2017$1,508,000
+0.1%
22,849
-5.6%
0.01%0.0%
Q1 2017$1,507,000
+5.8%
24,216
+0.4%
0.01%
-11.1%
Q4 2016$1,425,000
-8.7%
24,116
-0.3%
0.01%
-10.0%
Q3 2016$1,561,000
+38.5%
24,197
+49.1%
0.01%
+25.0%
Q2 2016$1,127,000
-6.9%
16,232
-16.5%
0.01%
-11.1%
Q1 2016$1,210,000
+35.5%
19,438
+28.5%
0.01%
+28.6%
Q4 2015$893,000
-14.9%
15,130
-16.6%
0.01%
-22.2%
Q3 2015$1,049,000
+38.2%
18,137
+40.8%
0.01%
+28.6%
Q2 2015$759,000
+9.8%
12,879
+26.7%
0.01%
+16.7%
Q1 2015$691,000
-11.6%
10,165
-8.9%
0.01%
-25.0%
Q4 2014$782,000
+26.5%
11,160
+15.2%
0.01%
+14.3%
Q3 2014$618,000
+70.7%
9,688
+72.6%
0.01%
+40.0%
Q2 2014$362,000
+27.0%
5,614
+18.4%
0.01%
+25.0%
Q1 2014$285,000
+34.4%
4,741
+37.4%
0.00%0.0%
Q4 2013$212,000
+91.0%
3,450
+101.9%
0.00%
+100.0%
Q3 2013$111,000
-51.9%
1,709
-50.9%
0.00%
-60.0%
Q2 2013$231,0003,4840.01%
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