Arete Wealth Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. 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
Arete Wealth Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,188,097
+77350.9%
21,969
-3.3%
0.21%
+51.5%
Q2 2023$1,534
-5.7%
22,708
+8.1%
0.14%
+3.0%
Q1 2023$1,626
-100.0%
20,999
+2.1%
0.13%
-6.4%
Q4 2022$1,607,242,200
+151383.7%
20,566
+35.3%
0.14%
+35.6%
Q3 2022$1,061,000
+206.6%
15,205
+264.0%
0.10%
+197.1%
Q2 2022$346,000
-80.6%
4,177
-81.1%
0.04%
-76.5%
Q1 2022$1,785,000
+1.9%
22,083
+3.1%
0.15%0.0%
Q4 2021$1,751,000
+17.4%
21,424
+6.3%
0.15%
-9.1%
Q3 2021$1,492,000
+6.3%
20,147
+8.1%
0.16%
-16.8%
Q2 2021$1,403,000
+201.1%
18,644
+184.5%
0.20%
+228.3%
Q1 2021$466,000
+31.6%
6,554
+27.4%
0.06%
+20.0%
Q4 2020$354,000
-15.3%
5,145
-17.1%
0.05%
-20.6%
Q3 2020$418,000
+10.3%
6,208
+10.7%
0.06%
-4.5%
Q2 2020$379,000
+1.9%
5,606
+19.1%
0.07%
+1.5%
Q4 2019$372,000
-18.2%
4,708
-10.0%
0.06%
-25.3%
Q3 2019$455,000
+2.0%
5,231
-4.7%
0.09%0.0%
Q2 2019$446,000
+1.8%
5,491
-2.1%
0.09%
-4.4%
Q1 2019$438,000
+19.7%
5,608
+0.1%
0.09%
+2.2%
Q4 2018$366,000
+8.9%
5,605
+7.2%
0.09%
+18.7%
Q3 2018$336,000
+3.1%
5,227
+6.4%
0.08%
-3.8%
Q2 2018$326,000
+52.3%
4,914
+42.5%
0.08%
+9.9%
Q1 2018$214,000
+0.5%
3,449
+11.6%
0.07%
+2.9%
Q4 2017$213,000
-1.4%
3,091
-3.3%
0.07%
-19.8%
Q3 2017$216,0003,1980.09%
Other shareholders
WP CAREY INC shareholders Q1 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