AllSquare Wealth Management LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 594 filers reported holding WP CAREY INC in Q3 2019. The put-call ratio across all filers is 1.87 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
AllSquare Wealth Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$137,363
-21.2%
2,5400.0%0.09%
-20.4%
Q2 2023$174,371
-11.4%
2,5400.0%0.11%
-11.0%
Q1 2023$196,723
+9.4%
2,540
+10.4%
0.13%
+3.3%
Q4 2022$179,745
+11.6%
2,3000.0%0.12%
+6.0%
Q3 2022$161,000
-15.7%
2,3000.0%0.12%
-10.8%
Q2 2022$191,000
+2.7%
2,3000.0%0.13%
+16.1%
Q1 2022$186,000
-1.6%
2,3000.0%0.11%
+1.8%
Q4 2021$189,000
+12.5%
2,3000.0%0.11%
+10.0%
Q3 2021$168,000
-2.3%
2,3000.0%0.10%0.0%
Q2 2021$172,000
+5.5%
2,3000.0%0.10%
-1.0%
Q1 2021$163,000
+0.6%
2,3000.0%0.10%
-6.5%
Q4 2020$162,000
+8.0%
2,3000.0%0.11%
-0.9%
Q3 2020$150,000
-3.8%
2,3000.0%0.11%
-7.6%
Q2 2020$156,000
+12.2%
2,300
-4.2%
0.12%
-2.5%
Q1 2020$139,000
-27.6%
2,4000.0%0.12%
-9.7%
Q4 2019$192,000
-10.7%
2,4000.0%0.13%
-15.7%
Q3 2019$215,000
+1.9%
2,400
-7.7%
0.16%
+1.3%
Q2 2019$211,000
+3.4%
2,6000.0%0.16%
+2.6%
Q1 2019$204,000
+20.0%
2,6000.0%0.15%
+8.5%
Q4 2018$170,000
+1.8%
2,6000.0%0.14%
+12.8%
Q3 2018$167,000
+5.0%
2,600
+8.3%
0.12%
+4.2%
Q2 2018$159,000
+51.4%
2,400
+41.2%
0.12%
+44.6%
Q1 2018$105,000
-23.9%
1,700
-15.0%
0.08%
-23.9%
Q4 2017$138,000
+2.2%
2,0000.0%0.11%
-1.8%
Q3 2017$135,000
+2.3%
2,0000.0%0.11%
-17.2%
Q2 2017$132,000
+6.5%
2,0000.0%0.13%
+22.9%
Q1 2017$124,000
+5.1%
2,0000.0%0.11%
+0.9%
Q4 2016$118,000
-8.5%
2,0000.0%0.11%
-12.9%
Q3 2016$129,000
-7.2%
2,0000.0%0.12%
-10.1%
Q2 2016$139,000
+24.1%
2,000
+11.1%
0.14%
+24.3%
Q1 2016$112,000
+5.7%
1,8000.0%0.11%
+3.7%
Q4 2015$106,000
+82.8%
1,800
+80.0%
0.11%
+78.3%
Q3 2015$58,0001,0000.06%
Other shareholders
WP CAREY INC shareholders Q3 2019
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders