MARK SHEPTOFF FINANCIAL PLANNING, 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
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$30,187
-63.9%
558
-54.9%
0.02%
-60.4%
Q2 2023$83,653
-12.8%
1,2380.0%0.05%
-14.3%
Q1 2023$95,899
-0.9%
1,2380.0%0.06%
-1.8%
Q4 2022$96,765
-70.9%
1,238
-72.9%
0.06%
-68.9%
Q3 2021$333,000
+2.5%
4,561
+4.6%
0.18%
+5.2%
Q2 2021$325,000
+5.2%
4,3610.0%0.17%
-1.7%
Q1 2021$309,000
+0.3%
4,3610.0%0.18%
+1.1%
Q4 2020$308,000
+8.5%
4,3610.0%0.18%0.0%
Q3 2020$284,000
-7.2%
4,361
-3.6%
0.18%
-11.6%
Q2 2020$306,000
+11.3%
4,526
-4.4%
0.20%
-4.8%
Q1 2020$275,000
-27.4%
4,7330.0%0.21%
-13.0%
Q4 2019$379,000
-10.6%
4,7330.0%0.24%
-16.4%
Q3 2019$424,000
+14.3%
4,733
+3.6%
0.29%
+13.0%
Q2 2019$371,000
+3.6%
4,5680.0%0.25%
-1.9%
Q1 2019$358,000
+20.1%
4,5680.0%0.26%
+4.0%
Q4 2018$298,000
+1.4%
4,5680.0%0.25%
+22.8%
Q3 2018$294,000
-3.0%
4,5680.0%0.20%
-9.8%
Q2 2018$303,000
+7.1%
4,5680.0%0.22%
+14.3%
Q1 2018$283,000
-14.8%
4,568
-5.2%
0.20%
-9.3%
Q4 2017$332,000
-0.9%
4,820
-3.0%
0.22%
-4.0%
Q3 2017$335,0000.0%4,970
-2.0%
0.22%
-2.2%
Q2 2017$335,000
+6.3%
5,070
-0.0%
0.23%
+2.2%
Q1 2017$315,000
+5.0%
5,071
+0.0%
0.22%
+0.9%
Q4 2016$300,000
-8.3%
5,0700.0%0.22%
-8.2%
Q3 2016$327,000
-7.1%
5,0700.0%0.24%
-7.6%
Q2 2016$352,000
+11.4%
5,0700.0%0.26%
+2.3%
Q1 2016$316,000
+5.7%
5,0700.0%0.26%
+6.2%
Q4 2015$299,000
+2.0%
5,0700.0%0.24%
-5.8%
Q3 2015$293,000
-2.0%
5,0700.0%0.26%
+6.2%
Q2 2015$299,000
-18.1%
5,070
-5.6%
0.24%
-20.4%
Q1 2015$365,000
-2.9%
5,3700.0%0.30%
-8.7%
Q4 2014$376,000
+2.2%
5,370
-6.9%
0.33%
+2.5%
Q3 2014$368,000
-1.1%
5,7700.0%0.32%
+2.2%
Q2 2014$372,000
-14.9%
5,770
-20.6%
0.32%
-17.8%
Q1 2014$437,0007,2700.39%
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