HighPoint Advisor Group LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 601 filers reported holding WP CAREY INC in Q2 2020. The put-call ratio across all filers is 1.43 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
HighPoint Advisor Group LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2022$3,567,000
+22.6%
43,785
+9.9%
0.39%
+36.8%
Q3 2021$2,910,000
-9.9%
39,838
-7.9%
0.28%
-12.3%
Q2 2021$3,229,000
+9.4%
43,268
+3.5%
0.32%
-4.7%
Q1 2021$2,951,000
+1.1%
41,810
-1.6%
0.34%
-3.9%
Q4 2020$2,919,000
+18.7%
42,505
+13.8%
0.36%
-20.2%
Q3 2020$2,460,000
-13.3%
37,356
-9.4%
0.44%
-26.7%
Q2 2020$2,838,000
+4.2%
41,240
-11.1%
0.61%
-6.5%
Q1 2020$2,724,000
-41.5%
46,402
-16.1%
0.65%
-32.4%
Q4 2019$4,660,000
+5.5%
55,288
+5.7%
0.96%
-1.7%
Q3 2019$4,419,000
+5.2%
52,323
+5.1%
0.98%
-0.6%
Q2 2019$4,199,000
-17.3%
49,775
-23.8%
0.98%
-20.9%
Q1 2019$5,078,000
-0.4%
65,354
-3.6%
1.24%
-7.9%
Q4 2018$5,097,000
+2068.9%
67,795
+1764.0%
1.35%
+2009.4%
Q3 2018$235,000
-5.6%
3,637
-4.5%
0.06%
-4.5%
Q2 2018$249,000
+22.7%
3,807
+28.2%
0.07%
+3.1%
Q2 2017$203,0000.0%2,9700.0%0.06%0.0%
Q1 2017$203,0000.0%2,970
-16.6%
0.06%
-8.5%
Q3 2016$203,000
-14.0%
3,562
+5.4%
0.07%
-14.5%
Q2 2016$236,000
+19.8%
3,379
+4.4%
0.08%
-31.4%
Q1 2016$197,0003,2380.12%
Other shareholders
WP CAREY INC shareholders Q2 2020
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders