New England Research & Management, Inc. - 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
New England Research & Management, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$374
-12.8%
5,5370.0%0.22%
-13.9%
Q1 2023$429
-7.5%
5,537
-6.7%
0.25%
-5.6%
Q4 2022$464
-99.9%
5,937
+3.9%
0.27%
+6.4%
Q3 2022$399,000
+18.0%
5,712
+16.4%
0.25%
+3.7%
Q4 2017$338,000
+1.2%
4,909
-1.0%
0.24%
-1.2%
Q3 2017$334,000
-12.1%
4,959
-13.9%
0.24%
-12.8%
Q2 2017$380,000
+6.1%
5,7590.0%0.28%
+2.2%
Q1 2017$358,000
-29.8%
5,759
-33.3%
0.28%
-31.2%
Q4 2016$510,000
+39.0%
8,634
+51.9%
0.40%
+29.9%
Q3 2016$367,000
-18.4%
5,684
-12.3%
0.31%
-20.4%
Q2 2016$450,000
+11.4%
6,4840.0%0.39%
+12.8%
Q1 2016$404,000
+5.5%
6,4840.0%0.34%
+3.6%
Q4 2015$383,000
+2.1%
6,4840.0%0.33%
-7.3%
Q3 2015$375,000
-1.8%
6,4840.0%0.36%
+14.1%
Q2 2015$382,000
-13.4%
6,4840.0%0.31%
-17.4%
Q1 2015$441,000
-3.1%
6,4840.0%0.38%
-2.8%
Q4 2014$455,000
+10.2%
6,4840.0%0.39%
+8.0%
Q3 2014$413,000
-4.0%
6,484
-3.0%
0.36%
-6.2%
Q2 2014$430,000
+77.0%
6,684
+65.0%
0.38%
+72.6%
Q1 2014$243,000
+0.4%
4,050
+2.5%
0.22%
-4.3%
Q4 2013$242,0003,9500.23%
Other shareholders
WP CAREY INC shareholders Q3 2023
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