Plancorp, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. The put-call ratio across all filers is 0.41 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
Plancorp, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$212,210
-17.3%
3,924
+3.3%
0.01%
-21.4%
Q2 2023$256,525
-12.7%
3,797
+0.1%
0.01%
-17.6%
Q1 2023$293,923
-0.2%
3,795
+0.7%
0.02%0.0%
Q4 2022$294,626
+9.9%
3,770
-1.9%
0.02%
-5.6%
Q3 2022$268,000
-15.2%
3,842
+0.8%
0.02%
-10.0%
Q2 2022$316,000
+2.3%
3,813
-0.2%
0.02%0.0%
Q1 2022$309,000
-0.3%
3,820
+1.0%
0.02%0.0%
Q4 2021$310,000
+13.6%
3,783
+1.0%
0.02%
+5.3%
Q3 2021$273,000
-2.2%
3,7440.0%0.02%
-13.6%
Q2 2021$279,000
+5.3%
3,7440.0%0.02%
-62.1%
Q1 2021$265,000
+0.4%
3,7440.0%0.06%
-10.8%
Q4 2020$264,000
+8.2%
3,7440.0%0.06%
-12.2%
Q3 2020$244,000
-3.6%
3,7440.0%0.07%
-2.6%
Q2 2020$253,000
+16.6%
3,7440.0%0.08%
-9.5%
Q1 2020$217,000
-26.7%
3,744
+1.3%
0.08%
-7.7%
Q4 2019$296,000
-10.6%
3,6970.0%0.09%
-27.8%
Q3 2019$331,000
+10.3%
3,6970.0%0.13%
+5.9%
Q2 2019$300,000
+3.4%
3,6970.0%0.12%
+8.2%
Q1 2019$290,000
+19.8%
3,6970.0%0.11%0.0%
Q4 2018$242,000
+1.7%
3,6970.0%0.11%
+17.0%
Q3 2018$238,000
-2.9%
3,6970.0%0.09%
-4.1%
Q2 2018$245,000
+7.0%
3,6970.0%0.10%
+34.2%
Q1 2018$229,000
-9.8%
3,6970.0%0.07%
-12.0%
Q4 2017$254,000
+2.0%
3,6970.0%0.08%
+12.2%
Q3 2017$249,000
+2.0%
3,6970.0%0.07%
+2.8%
Q2 2017$244,000
+6.1%
3,6970.0%0.07%
+7.5%
Q1 2017$230,000
+5.0%
3,6970.0%0.07%
+8.1%
Q4 2016$219,000
+5.8%
3,697
+11.0%
0.06%
-75.0%
Q1 2016$207,000
-8.4%
3,3300.0%0.25%
+10.2%
Q1 2015$226,000
-3.0%
3,3300.0%0.22%
-7.4%
Q4 2014$233,000
-11.1%
3,330
-19.2%
0.24%
-11.6%
Q3 2014$262,000
+8.3%
4,119
+9.8%
0.28%
+26.7%
Q2 2014$242,000
-2.0%
3,752
-8.9%
0.22%
+29.2%
Q1 2014$247,000
-2.4%
4,1190.0%0.17%
-24.3%
Q4 2013$253,0004,1190.22%
Other shareholders
WP CAREY INC shareholders Q2 2022
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