XPONANCE, INC. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 793 filers reported holding WP CAREY INC in Q3 2022. The put-call ratio across all filers is 0.61 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
XPONANCE, INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$1,895,537
-10.0%
34,433
-7.8%
0.02%
-13.6%
Q1 2024$2,107,075
+22.2%
37,333
+40.4%
0.02%
+4.8%
Q4 2023$1,723,816
+291.2%
26,598
+226.4%
0.02%
+250.0%
Q3 2023$440,644
-12.2%
8,148
+9.7%
0.01%
-14.3%
Q2 2023$501,836
-12.1%
7,428
+0.8%
0.01%
-12.5%
Q1 2023$570,807
+0.9%
7,370
+1.9%
0.01%
-11.1%
Q4 2022$565,493
+117.5%
7,236
+93.9%
0.01%
+80.0%
Q3 2022$260,000
-12.2%
3,731
+4.3%
0.01%
-16.7%
Q2 2022$296,0003,5760.01%
Other shareholders
WP CAREY INC shareholders Q3 2022
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders