Sargent Bickham Lagudis LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. 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
Sargent Bickham Lagudis LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2022$60,063
+13.3%
769
+1.2%
0.01%0.0%
Q3 2022$53,000
-14.5%
760
+0.8%
0.01%0.0%
Q2 2022$62,000
+3.3%
754
+0.9%
0.01%0.0%
Q1 2022$60,000
-1.6%
747
+0.9%
0.01%0.0%
Q4 2021$61,000
+60.5%
740
+44.0%
0.01%
+66.7%
Q3 2021$38,0000.0%514
+1.4%
0.00%0.0%
Q2 2021$38,000
+8.6%
507
+1.4%
0.00%0.0%
Q1 2021$35,000
-50.0%
500
-49.6%
0.00%0.0%
Q4 2020$70,000
-23.9%
992
-29.4%
0.00%
-66.7%
Q3 2020$92,000
-3.2%
1,406
+0.5%
0.01%
-10.0%
Q2 2020$95,000
+17.3%
1,399
+0.6%
0.01%0.0%
Q1 2020$81,000
-37.2%
1,391
-13.8%
0.01%
-28.6%
Q4 2019$129,000
-10.4%
1,613
+0.5%
0.01%
-17.6%
Q3 2019$144,000
+10.8%
1,605
+0.5%
0.02%
+13.3%
Q2 2019$130,000
+80.6%
1,597
+73.2%
0.02%
+87.5%
Q1 2019$72,000
-34.5%
922
-45.0%
0.01%
-42.9%
Q4 2018$110,000
+86.4%
1,676
+81.8%
0.01%
+100.0%
Q3 2018$59,000
-3.3%
9220.0%0.01%
-12.5%
Q2 2018$61,000
+7.0%
9220.0%0.01%
+14.3%
Q1 2018$57,000
-10.9%
9220.0%0.01%
-12.5%
Q4 2017$64,000
+3.2%
9220.0%0.01%0.0%
Q3 2017$62,000
+1.6%
9220.0%0.01%0.0%
Q2 2017$61,000
+7.0%
9220.0%0.01%
+14.3%
Q1 2017$57,000
+5.6%
9220.0%0.01%
-12.5%
Q4 2016$54,000
-8.5%
9220.0%0.01%
-11.1%
Q3 2016$59,0009220.01%
Other shareholders
WP CAREY INC shareholders Q2 2022
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