Wealthstar Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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
Wealthstar Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,354,314
-21.0%
25,042
-1.3%
0.52%
-27.6%
Q2 2023$1,713,922
-12.4%
25,369
+0.5%
0.72%
-3.0%
Q1 2023$1,955,797
-1.1%
25,253
-0.2%
0.74%
-17.6%
Q4 2022$1,976,997
+10.3%
25,298
-1.4%
0.90%
+5.4%
Q3 2022$1,793,000
-15.8%
25,654
-0.3%
0.85%
+4.0%
Q2 2022$2,130,000
+2.0%
25,727
-0.5%
0.82%
+6.1%
Q1 2022$2,089,000
-1.3%
25,845
+0.2%
0.77%
+6.6%
Q4 2021$2,116,000
+9.8%
25,790
-2.5%
0.73%
+24.5%
Q3 2021$1,928,000
-3.7%
26,439
-1.4%
0.58%
-7.2%
Q2 2021$2,003,000
+10.2%
26,802
-14.3%
0.63%
-50.9%
Q1 2020$1,818,000
-32.0%
31,281
-6.2%
1.28%
-22.3%
Q4 2019$2,673,000
-15.8%
33,342
-6.0%
1.65%
-6.9%
Q3 2019$3,173,000
+9.7%
35,478
-0.5%
1.77%
+4.6%
Q2 2019$2,892,000
-1.4%
35,645
-4.7%
1.69%
-6.0%
Q1 2019$2,933,000
+20.4%
37,404
+0.2%
1.80%
-1.3%
Q4 2018$2,437,000
+59.4%
37,332
+56.8%
1.82%
+102.4%
Q3 2018$1,529,000
-2.2%
23,815
+0.0%
0.90%
+88.3%
Q2 2018$1,564,000
+5.4%
23,814
-0.5%
0.48%
+7.7%
Q1 2018$1,484,00023,9380.44%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders