Capital Investment Advisors, 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
Capital Investment Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2023$380,595
+7.4%
5,872
-10.4%
0.01%0.0%
Q3 2023$354,450
-21.1%
6,554
-1.4%
0.01%
-28.6%
Q2 2023$449,030
-14.2%
6,646
-1.7%
0.01%
-6.7%
Q1 2023$523,516
+115466.4%
6,759
+16.7%
0.02%
+7.1%
Q4 2022$453
-99.9%
5,792
+2.6%
0.01%
+7.7%
Q3 2022$394,000
-10.9%
5,644
+5.7%
0.01%
-13.3%
Q2 2022$442,000
+3.0%
5,338
+0.5%
0.02%
+15.4%
Q1 2022$429,000
-5.3%
5,312
-3.9%
0.01%
-7.1%
Q4 2021$453,000
+8.4%
5,525
-3.4%
0.01%0.0%
Q3 2021$418,000
-14.0%
5,719
-12.2%
0.01%
-17.6%
Q2 2021$486,000
+109.5%
6,514
+128.2%
0.02%
+30.8%
Q2 2019$232,000
+3.6%
2,8550.0%0.01%0.0%
Q1 2019$224,000
-6.3%
2,855
-21.9%
0.01%
-18.8%
Q4 2018$239,000
-16.7%
3,656
-11.6%
0.02%
-40.7%
Q2 2016$287,0004,1380.03%
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