Joel Isaacson & Co., LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
Joel Isaacson & Co., LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$311,339
-5.7%
5,757
+17.9%
0.02%
-4.5%
Q2 2023$330,031
-10.0%
4,885
+3.2%
0.02%
-15.4%
Q1 2023$366,726
-0.9%
4,7350.0%0.03%
-7.1%
Q4 2022$370,040
+13.2%
4,735
+1.1%
0.03%0.0%
Q3 2022$327,000
-7.9%
4,685
+9.4%
0.03%
-6.7%
Q2 2022$355,000
-0.8%
4,2840.0%0.03%
+15.4%
Q1 2022$358,000
+1.7%
4,2840.0%0.03%
+8.3%
Q4 2021$352,000
+12.5%
4,2840.0%0.02%0.0%
Q3 2021$313,000
-1.6%
4,284
+0.6%
0.02%
-4.0%
Q2 2021$318,000
+5.6%
4,2580.0%0.02%
-3.8%
Q1 2021$301,0000.0%4,2580.0%0.03%
-10.3%
Q4 2020$301,000
+11.1%
4,258
+2.4%
0.03%
-17.1%
Q3 2020$271,000
-3.6%
4,1580.0%0.04%
-12.5%
Q2 2020$281,000
+28.9%
4,158
+10.6%
0.04%
+5.3%
Q1 2020$218,000
-27.6%
3,7580.0%0.04%
-5.0%
Q4 2019$301,000
-10.4%
3,7580.0%0.04%
-16.7%
Q3 2019$336,000
+10.2%
3,7580.0%0.05%
+9.1%
Q2 2019$305,000
+3.7%
3,7580.0%0.04%
+2.3%
Q1 2019$294,000
+13.5%
3,7580.0%0.04%
+4.9%
Q4 2018$259,000
+7.0%
3,7580.0%0.04%
+7.9%
Q3 2018$242,000
-2.8%
3,7580.0%0.04%
-9.5%
Q2 2018$249,000
+6.9%
3,7580.0%0.04%
+2.4%
Q1 2018$233,000
-10.0%
3,7580.0%0.04%
-8.9%
Q4 2017$259,000
+2.4%
3,7580.0%0.04%
-2.2%
Q3 2017$253,000
+2.0%
3,7580.0%0.05%
-2.1%
Q2 2017$248,000
+6.0%
3,7580.0%0.05%
+2.2%
Q1 2017$234,000
-3.7%
3,7580.0%0.05%
-8.0%
Q3 2016$243,000
-6.9%
3,7580.0%0.05%
-10.7%
Q2 2016$261,000
+11.5%
3,7580.0%0.06%
+7.7%
Q1 2016$234,000
+5.4%
3,7580.0%0.05%
-5.5%
Q4 2015$222,000
+2.3%
3,7580.0%0.06%
-5.2%
Q3 2015$217,000
-1.8%
3,7580.0%0.06%
+1.8%
Q2 2015$221,000
-13.7%
3,7580.0%0.06%
-12.3%
Q1 2015$256,000
-2.7%
3,7580.0%0.06%
-8.5%
Q4 2014$263,000
+9.6%
3,7580.0%0.07%
-2.7%
Q3 2014$240,000
-0.8%
3,7580.0%0.07%
-3.9%
Q2 2014$242,000
+7.1%
3,7580.0%0.08%0.0%
Q1 2014$226,0003,7580.08%
Other shareholders
WP CAREY INC shareholders Q4 2021
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