Avior Wealth Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 630 filers reported holding WP CAREY INC in Q4 2020. The put-call ratio across all filers is 0.77 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
Avior Wealth Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$117,711
-10.2%
2,176
+12.2%
0.01%
-11.1%
Q2 2023$131,064
+12.2%
1,939
+28.7%
0.01%
+12.5%
Q1 2023$116,771
+33.8%
1,507
+35.0%
0.01%
+14.3%
Q4 2022$87,258
+28.3%
1,116
+14.0%
0.01%
+16.7%
Q3 2022$68,000
+4.6%
979
+23.0%
0.01%
-14.3%
Q2 2022$65,000
+3.2%
796
+1.3%
0.01%
+40.0%
Q1 2022$63,000
+18.9%
786
+20.6%
0.01%
+25.0%
Q4 2021$53,000
+12.8%
652
+1.4%
0.00%0.0%
Q3 2021$47,0000.0%643
+1.3%
0.00%
-20.0%
Q2 2021$47,000
+88.0%
635
+78.9%
0.01%
+66.7%
Q1 2021$25,000
+4.2%
355
+1.4%
0.00%0.0%
Q4 2020$24,0003500.00%
Other shareholders
WP CAREY INC shareholders Q4 2020
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