INSPIRION WEALTH ADVISORS, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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
INSPIRION WEALTH ADVISORS, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,820,289
-24.5%
52,150
-5.7%
0.55%
-23.2%
Q2 2023$3,737,602
-13.6%
55,323
-1.0%
0.72%
-17.5%
Q1 2023$4,327,958
-3.6%
55,881
-2.7%
0.87%
-8.7%
Q4 2022$4,487,677
+3.0%
57,424
-8.0%
0.95%
-3.3%
Q3 2022$4,359,000
-17.1%
62,444
-1.5%
0.98%
-14.7%
Q2 2022$5,255,000
+1.2%
63,426
-1.3%
1.15%
+8.5%
Q1 2022$5,195,000
-4.2%
64,266
-2.7%
1.06%
-7.0%
Q4 2021$5,421,000
+6.8%
66,068
-4.9%
1.14%
-2.1%
Q3 2021$5,074,000
-2.3%
69,472
-0.2%
1.17%
-8.8%
Q2 2021$5,192,000
+3.6%
69,579
-1.8%
1.28%
-3.8%
Q1 2021$5,014,000
-1.1%
70,866
-1.4%
1.33%
-6.9%
Q4 2020$5,071,000
+4.6%
71,852
-3.5%
1.43%
-14.4%
Q3 2020$4,850,000
-4.9%
74,436
-1.3%
1.67%
-16.8%
Q2 2020$5,102,000
+7.0%
75,423
-8.2%
2.00%
-14.9%
Q1 2020$4,770,000
-31.8%
82,131
-6.0%
2.35%
-0.3%
Q4 2019$6,993,000
-17.7%
87,366
-7.9%
2.36%
-36.5%
Q3 2019$8,494,000
+4.7%
94,901
-5.0%
3.72%
+6.2%
Q2 2019$8,110,000
-4.7%
99,899
-8.1%
3.50%
-7.1%
Q1 2019$8,512,000
+11.0%
108,669
-7.4%
3.77%
-1.6%
Q4 2018$7,671,000
+249.5%
117,403
+244.0%
3.83%
+311.4%
Q3 2018$2,195,000
-4.3%
34,127
-1.3%
0.93%
-13.9%
Q2 2018$2,294,000
+7.0%
34,5760.0%1.08%
+3.2%
Q1 2018$2,143,000
-10.3%
34,576
-0.3%
1.05%
-9.7%
Q4 2017$2,389,000
+0.6%
34,676
-1.6%
1.16%
-3.7%
Q3 2017$2,374,000
+1.7%
35,224
-0.4%
1.20%
-5.0%
Q2 2017$2,335,000
+5.5%
35,368
-0.6%
1.27%
+1.2%
Q1 2017$2,213,000
+4.2%
35,568
-1.0%
1.25%
-7.0%
Q4 2016$2,123,000
-8.4%
35,9270.0%1.35%
-10.4%
Q3 2016$2,318,000
-9.2%
35,927
-2.3%
1.50%
-9.9%
Q2 2016$2,553,000
+14.1%
36,782
+2.3%
1.67%
+6.4%
Q1 2016$2,237,000
+5.5%
35,9410.0%1.57%
+0.8%
Q4 2015$2,121,000
+0.4%
35,941
-1.7%
1.56%
-6.8%
Q3 2015$2,113,000
-4.2%
36,550
-2.3%
1.67%
+2.3%
Q2 2015$2,205,000
-14.4%
37,413
-1.2%
1.63%
-21.3%
Q1 2015$2,576,000
-18.8%
37,879
-16.3%
2.07%
-29.5%
Q4 2014$3,174,00045,2822.94%
Other shareholders
WP CAREY INC shareholders Q4 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