Tortoise Investment Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 689 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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
Tortoise Investment Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$37,694
-20.0%
6970.0%0.01%
-14.3%
Q2 2023$47,089
-12.8%
6970.0%0.01%
-22.2%
Q1 2023$53,983
-0.9%
6970.0%0.01%
-10.0%
Q4 2022$54,471
+65.1%
697
+46.1%
0.01%
+66.7%
Q3 2022$33,000
-17.5%
4770.0%0.01%
-25.0%
Q2 2022$40,000
+2.6%
4770.0%0.01%
+14.3%
Q1 2022$39,0000.0%4770.0%0.01%0.0%
Q4 2021$39,000
+11.4%
4770.0%0.01%0.0%
Q3 2021$35,000
-2.8%
4770.0%0.01%0.0%
Q2 2021$36,000
+5.9%
4770.0%0.01%0.0%
Q1 2021$34,0000.0%4770.0%0.01%
-12.5%
Q4 2020$34,000
+9.7%
4770.0%0.01%0.0%
Q3 2020$31,000
-3.1%
4770.0%0.01%0.0%
Q2 2020$32,000
+14.3%
4770.0%0.01%0.0%
Q1 2020$28,000
-26.3%
4770.0%0.01%
-11.1%
Q4 2019$38,000
-11.6%
4770.0%0.01%
-18.2%
Q3 2019$43,000
+10.3%
4770.0%0.01%
+10.0%
Q2 2019$39,000
+5.4%
4770.0%0.01%0.0%
Q1 2019$37,000
-22.9%
477
-34.4%
0.01%
-23.1%
Q4 2018$48,000
+2.1%
7270.0%0.01%
+8.3%
Q3 2018$47,000
-2.1%
7270.0%0.01%
-7.7%
Q2 2018$48,000
+6.7%
7270.0%0.01%
+8.3%
Q1 2018$45,000
-47.7%
727
-41.9%
0.01%
-52.0%
Q4 2017$86,000
-17.3%
1,252
-18.8%
0.02%
-21.9%
Q3 2017$104,000
+2.0%
1,5420.0%0.03%
-3.0%
Q2 2017$102,000
-8.1%
1,542
-13.4%
0.03%
-8.3%
Q1 2017$111,000
+5.7%
1,7800.0%0.04%0.0%
Q4 2016$105,000
-8.7%
1,7800.0%0.04%
-7.7%
Q3 2016$115,000
-12.9%
1,780
-6.1%
0.04%
-15.2%
Q2 2016$132,000
+11.9%
1,8960.0%0.05%
+9.5%
Q1 2016$118,000
-59.6%
1,896
-61.7%
0.04%
-60.0%
Q4 2015$292,000
+2.1%
4,9460.0%0.10%
-3.7%
Q3 2015$286,000
-2.1%
4,9460.0%0.11%
-0.9%
Q2 2015$292,000
-35.7%
4,946
-25.9%
0.11%
-36.4%
Q1 2015$454,000
+1161.1%
6,671
+1195.3%
0.17%
+1135.7%
Q4 2014$36,0005150.01%
Other shareholders
WP CAREY INC shareholders Q2 2021
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders