BTC Capital Management, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 650 filers reported holding WP CAREY INC in Q1 2021. The put-call ratio across all filers is 0.70 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
BTC Capital Management, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$278,995
+12.6%
5,068
+15.4%
0.03%
+13.0%
Q1 2024$247,771
+7.3%
4,390
+2.9%
0.02%
-14.8%
Q3 2023$230,811
-23.7%
4,268
-4.7%
0.03%
-18.2%
Q2 2023$302,671
-9.1%
4,480
+4.2%
0.03%
-13.2%
Q1 2023$332,960
-15.5%
4,299
-14.8%
0.04%
-19.1%
Q4 2022$394,189
+21.3%
5,044
+8.3%
0.05%
+11.9%
Q3 2022$325,000
-15.6%
4,6560.0%0.04%
-10.6%
Q2 2022$385,000
+12.2%
4,656
+9.5%
0.05%
+38.2%
Q1 2022$343,000
-6.8%
4,253
-5.2%
0.03%
-5.6%
Q4 2021$368,000
+53.3%
4,485
+35.0%
0.04%
+33.3%
Q3 2021$240,000
-3.2%
3,3230.0%0.03%
-3.6%
Q2 2021$248,000
-38.8%
3,323
-42.3%
0.03%
-37.8%
Q1 2021$405,000
-1.0%
5,758
-0.8%
0.04%
-8.2%
Q4 2020$409,000
+10.8%
5,807
+2.8%
0.05%
-3.9%
Q3 2020$369,000
-2.9%
5,6490.0%0.05%
-12.1%
Q2 2020$380,000
+21.4%
5,649
+5.0%
0.06%
-3.3%
Q1 2020$313,0005,3790.06%
Other shareholders
WP CAREY INC shareholders Q1 2021
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders