Columbia Asset Management - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 369 filers reported holding WP CAREY INC in Q3 2017. The put-call ratio across all filers is 0.75 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
Columbia Asset Management ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$337
-36.1%
6,230
-20.2%
0.07%
-33.9%
Q2 2023$527
-11.1%
7,805
+2.0%
0.11%
-15.8%
Q1 2023$593
-7.8%
7,655
-7.0%
0.13%
-14.7%
Q4 2022$643
-99.9%
8,230
-11.1%
0.16%
-8.2%
Q3 2022$646,000
-17.7%
9,255
-2.3%
0.17%
-14.6%
Q2 2022$785,000
-8.9%
9,470
-9.9%
0.20%
+13.7%
Q4 2021$862,000
+6.8%
10,505
-5.0%
0.18%
-0.6%
Q3 2021$807,000
-2.9%
11,055
-5.8%
0.18%
+16.6%
Q1 2021$831,000
+3.9%
11,740
+3.6%
0.15%
-6.2%
Q4 2020$800,000
+3.8%
11,330
-4.3%
0.16%
-9.0%
Q3 2020$771,000
-37.6%
11,840
-35.2%
0.18%
-40.2%
Q2 2020$1,236,000
+3.3%
18,265
-11.3%
0.30%
+0.3%
Q1 2020$1,196,000
-90.3%
20,600
+33.6%
0.30%
-0.7%
Q4 2019$12,338,000
+817.3%
15,415
+2.6%
0.30%
-15.1%
Q3 2019$1,345,000
+24.3%
15,030
+12.8%
0.35%
+22.8%
Q2 2019$1,082,000
+12.9%
13,325
+8.9%
0.28%
+11.3%
Q1 2019$958,000
+45.8%
12,235
+21.6%
0.26%
+28.0%
Q4 2018$657,000
+12.7%
10,060
+11.0%
0.20%
+31.6%
Q3 2018$583,000
+18.5%
9,060
+14.2%
0.15%
+5.6%
Q1 2018$492,000
-10.1%
7,9350.0%0.14%
-8.3%
Q4 2017$547,000
+2.2%
7,9350.0%0.16%
-4.3%
Q3 2017$535,000
+33.4%
7,935
+22.9%
0.16%
+22.4%
Q1 2017$401,000
+5.2%
6,4550.0%0.13%
+3.9%
Q4 2016$381,000
-8.6%
6,4550.0%0.13%
-11.6%
Q3 2016$417,000
-6.3%
6,455
+0.6%
0.15%
-8.2%
Q2 2016$445,000
+23.6%
6,415
+5.3%
0.16%
+10.4%
Q4 2015$360,000
+0.3%
6,0950.0%0.14%
+5.1%
Q2 2015$359,000
-13.3%
6,0950.0%0.14%
-12.2%
Q1 2015$414,000
-3.0%
6,0950.0%0.16%
-4.9%
Q4 2014$427,000
+9.8%
6,0950.0%0.16%
+4.5%
Q3 2014$389,000
-3.7%
6,095
-2.8%
0.16%
-4.3%
Q2 2014$404,000
+7.2%
6,2700.0%0.16%0.0%
Q1 2014$377,000
-2.1%
6,2700.0%0.16%
-3.5%
Q4 2013$385,0006,2700.17%
Other shareholders
WP CAREY INC shareholders Q3 2017
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