Bison Wealth, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 798 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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
Bison Wealth, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,434,963
-28.0%
26,534
-10.1%
0.28%
-24.9%
Q2 2023$1,993,940
-1.4%
29,514
+4.7%
0.37%
-41.1%
Q1 2023$2,023,184
-17.3%
28,202
-2.3%
0.63%
-19.6%
Q4 2022$2,445,819
+11.2%
28,856
-8.4%
0.78%
-9.5%
Q3 2022$2,199,000
-13.8%
31,504
+2.4%
0.86%
-41.1%
Q2 2022$2,550,000
+3.7%
30,777
+1.2%
1.46%
+16.7%
Q1 2022$2,459,000
+6.3%
30,417
+7.9%
1.25%
-7.0%
Q4 2021$2,313,000
+12.7%
28,186
+0.3%
1.35%
+43.7%
Q3 2021$2,053,000
-1.0%
28,108
+1.1%
0.94%
+3.4%
Q2 2021$2,074,000
+14.5%
27,798
+8.6%
0.91%
+16.7%
Q1 2021$1,812,000
+21.9%
25,606
+21.6%
0.78%
+12.0%
Q4 2020$1,487,000
+21.6%
21,062
+12.2%
0.69%
-3.3%
Q3 2020$1,223,000
-2.2%
18,775
+1.5%
0.72%
-9.1%
Q2 2020$1,251,000
+16.5%
18,4900.0%0.79%
+1.4%
Q1 2020$1,074,000
-41.0%
18,490
-18.7%
0.78%
-10.7%
Q4 2019$1,821,000
-14.9%
22,751
-4.8%
0.87%
-26.6%
Q3 2019$2,139,000
+10.3%
23,9010.0%1.19%
+5.1%
Q2 2019$1,940,000
+3.6%
23,9010.0%1.13%
-1.7%
Q1 2019$1,872,000
+19.8%
23,9010.0%1.15%
+1.2%
Q4 2018$1,562,00023,9011.14%
Other shareholders
WP CAREY INC shareholders Q2 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