LVW Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 630 filers reported holding WP CAREY INC in Q4 2020. The put-call ratio across all filers is 0.77 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
LVW Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$211,183
-20.0%
3,9050.0%0.04%
-13.7%
Q2 2023$263,822
-12.8%
3,9050.0%0.05%
-13.6%
Q1 2023$302,443
-0.9%
3,9050.0%0.06%
-4.8%
Q4 2022$305,176
-5.8%
3,9050.0%0.06%
-6.1%
Q2 2022$324,000
+2.5%
3,9050.0%0.07%
+24.5%
Q1 2022$316,000
-1.2%
3,9050.0%0.05%
-3.6%
Q4 2021$320,000
+15.5%
3,905
+2.8%
0.06%
+14.6%
Q3 2021$277,000
-2.1%
3,7970.0%0.05%
-4.0%
Q2 2021$283,000
+5.2%
3,7970.0%0.05%
-3.8%
Q1 2021$269,000
+0.4%
3,7970.0%0.05%
-3.7%
Q4 2020$268,000
+8.5%
3,7970.0%0.05%0.0%
Q3 2020$247,000
-21.6%
3,797
-18.5%
0.05%
-28.9%
Q2 2020$315,000
+40.6%
4,658
+20.7%
0.08%
+26.7%
Q1 2020$224,000
-27.5%
3,8580.0%0.06%
-14.3%
Q4 2019$309,000
-9.1%
3,858
+1.6%
0.07%
-16.7%
Q3 2019$340,000
+10.4%
3,7970.0%0.08%
-1.2%
Q2 2019$308,000
+3.7%
3,7970.0%0.08%
+7.6%
Q1 2019$297,000
+19.8%
3,7970.0%0.08%
-6.0%
Q4 2018$248,000
+23.4%
3,797
+30.0%
0.08%
+42.4%
Q4 2017$201,000
-1.0%
2,9200.0%0.06%
-22.4%
Q2 2016$203,000
-2.9%
2,920
-13.0%
0.08%
+13.4%
Q1 2016$209,000
+1.5%
3,357
+10.9%
0.07%
-31.6%
Q1 2015$206,000
-2.8%
3,0280.0%0.10%
-16.2%
Q4 2014$212,0003,0280.12%
Other shareholders
WP CAREY INC shareholders Q4 2020
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