Private Ocean, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
Private Ocean, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$9,626
-20.0%
1780.0%0.00%
-50.0%
Q2 2023$12,026
-12.8%
1780.0%0.00%0.0%
Q1 2023$13,786
+91.7%
178
+93.5%
0.00%
+100.0%
Q4 2022$7,190
+19.8%
920.0%0.00%0.0%
Q3 2022$6,000
-14.3%
920.0%0.00%0.0%
Q2 2022$7,0000.0%920.0%0.00%0.0%
Q1 2022$7,000
-12.5%
920.0%0.00%0.0%
Q4 2021$8,000
+14.3%
920.0%0.00%0.0%
Q3 2021$7,0000.0%920.0%0.00%0.0%
Q2 2021$7,0000.0%920.0%0.00%0.0%
Q1 2021$7,000
+16.7%
920.0%0.00%0.0%
Q4 2020$6,0000.0%920.0%0.00%0.0%
Q3 2020$6,0000.0%920.0%0.00%0.0%
Q2 2020$6,000
-92.0%
92
-92.9%
0.00%
-95.2%
Q1 2020$75,000
-27.9%
1,2970.0%0.02%
-16.0%
Q4 2019$104,000
+1055.6%
1,297
+1309.8%
0.02%
+1150.0%
Q3 2019$9,000
+28.6%
920.0%0.00%0.0%
Q2 2019$7,0000.0%920.0%0.00%0.0%
Q1 2019$7,000
-46.2%
92
-52.1%
0.00%
-66.7%
Q2 2018$13,000
+18.2%
192
+1.6%
0.01%
+20.0%
Q1 2018$11,000
-91.1%
189
-91.0%
0.01%
-94.5%
Q4 2015$124,000
+2.5%
2,0960.0%0.09%
+2.2%
Q3 2015$121,000
-2.4%
2,0960.0%0.09%
-2.2%
Q2 2015$124,000
-51.9%
2,096
-44.8%
0.09%
-51.9%
Q1 2015$258,000
-2.3%
3,795
+0.6%
0.19%
-4.1%
Q4 2014$264,000
-67.5%
3,773
-70.4%
0.20%
-67.2%
Q3 2014$813,000
-28.6%
12,749
-27.8%
0.60%
-28.8%
Q2 2014$1,138,000
-58.0%
17,667
-60.8%
0.84%
-58.0%
Q1 2014$2,710,00045,1062.01%
Other shareholders
WP CAREY INC shareholders Q3 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