Diligent Investors, LLC - 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
Diligent Investors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$626,694
+93.6%
11,588
+141.9%
0.19%
+99.0%
Q2 2023$323,648
-12.6%
4,791
+0.3%
0.10%
-15.8%
Q1 2023$370,170
-0.7%
4,779
+0.2%
0.11%
-6.6%
Q4 2022$372,789
+12.3%
4,770
+0.2%
0.12%
+3.4%
Q3 2022$332,000
-16.6%
4,759
-0.9%
0.12%
-13.2%
Q2 2022$398,000
+2.8%
4,800
+0.2%
0.14%
+21.4%
Q1 2022$387,000
-14.0%
4,791
-12.6%
0.11%
-11.1%
Q4 2021$450,000
+10.3%
5,482
+0.3%
0.13%
-9.4%
Q3 2021$408,0000.0%5,4640.0%0.14%0.0%
Q2 2021$408,000
+5.7%
5,464
+0.2%
0.14%
-1.4%
Q1 2021$386,000
-1.3%
5,454
-1.6%
0.14%
-10.2%
Q4 2020$391,000
-29.7%
5,544
-35.1%
0.16%
-38.2%
Q3 2020$556,000
-8.4%
8,538
-4.8%
0.25%
-14.5%
Q2 2020$607,000
+17.2%
8,973
+0.7%
0.30%
-4.2%
Q1 2020$518,000
-27.0%
8,914
+0.5%
0.31%
-3.4%
Q4 2019$710,000
-10.7%
8,870
-0.1%
0.32%
-17.3%
Q3 2019$795,000
+7.1%
8,880
-2.8%
0.39%
+5.1%
Q2 2019$742,000
+4.2%
9,139
+0.5%
0.37%
-9.1%
Q1 2019$712,000
+17.9%
9,095
-1.6%
0.41%
+2.5%
Q4 2018$604,000
+2.2%
9,245
+0.6%
0.40%
+22.2%
Q3 2018$591,000
-2.6%
9,193
+0.5%
0.32%
-12.4%
Q2 2018$607,000
+7.6%
9,143
+0.6%
0.37%
+8.8%
Q1 2018$564,000
-9.5%
9,092
+0.5%
0.34%
-14.4%
Q4 2017$623,000
+2.8%
9,044
+0.5%
0.40%
-10.4%
Q3 2017$606,000
+1.3%
8,999
-0.6%
0.44%
+4.5%
Q2 2017$598,000
+6.8%
9,055
+0.5%
0.42%
-0.9%
Q1 2017$560,000
+6.1%
9,008
+0.5%
0.43%
+2.1%
Q4 2016$528,000
-8.5%
8,961
+0.5%
0.42%
-10.3%
Q3 2016$577,000
-12.4%
8,915
-6.2%
0.47%
-25.4%
Q2 2016$659,000
+11.9%
9,500
+0.5%
0.63%
-2.6%
Q1 2016$589,000
+6.1%
9,456
+0.5%
0.64%
+2.7%
Q4 2015$555,000
-8.9%
9,409
-2.1%
0.63%
-4.1%
Q3 2015$609,000
+7.4%
9,609
+2.5%
0.65%
+9.9%
Q2 2015$567,000
+26.8%
9,375
+33.9%
0.59%
+29.4%
Q1 2015$447,0007,0000.46%
Other shareholders
WP CAREY INC shareholders Q4 2022
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