Sowell Financial Services LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 566 filers reported holding WP CAREY INC in Q1 2019. The put-call ratio across all filers is 0.36 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
Sowell Financial Services LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,870,000
-12.4%
33,909
+9.0%
0.12%
-1.7%
Q2 2023$2,134,000
+915779.8%
31,104
+935.8%
0.12%
+561.1%
Q1 2023$233
-83.4%
3,003
-83.1%
0.02%
-80.2%
Q4 2022$1,405
-99.8%
17,744
+61.8%
0.09%
+225.0%
Q1 2021$811,000
+20.5%
10,965
+15.0%
0.03%
-3.4%
Q4 2020$673,000
+4.0%
9,531
-4.0%
0.03%
-9.4%
Q3 2020$647,000
+186.3%
9,929
+196.8%
0.03%
+166.7%
Q2 2020$226,000
+7.6%
3,345
-7.3%
0.01%
-25.0%
Q1 2020$210,000
-15.0%
3,610
+17.1%
0.02%
-15.8%
Q4 2019$247,000
-55.5%
3,083
-50.3%
0.02%
-58.7%
Q3 2019$555,000
+12.8%
6,198
-1.4%
0.05%
-16.4%
Q1 2019$492,000
+19.7%
6,2830.0%0.06%
-5.2%
Q4 2018$411,0006,2830.06%
Other shareholders
WP CAREY INC shareholders Q1 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