Landmark Financial Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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
Landmark Financial Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$557,573
-12.8%
8,2530.0%0.23%
-18.5%
Q1 2023$639,195
-0.9%
8,2530.0%0.28%
-5.7%
Q4 2022$644,972
+12.0%
8,2530.0%0.30%
-2.0%
Q3 2022$576,000
-15.8%
8,2530.0%0.30%
-9.5%
Q2 2022$684,000
-2.1%
8,2530.0%0.34%0.0%
Q1 2022$699,000
+3.2%
8,2530.0%0.34%
+11.6%
Q4 2021$677,000
+15.9%
8,2530.0%0.30%
-4.4%
Q3 2021$584,000
-5.2%
8,2530.0%0.32%
+6.8%
Q2 2021$616,000
+5.5%
8,2530.0%0.30%
-6.1%
Q1 2021$584,000
-46.7%
8,253
-50.0%
0.31%
+1.6%
Q4 2020$1,096,000
-1.6%
16,5060.0%0.31%
-12.5%
Q3 2020$1,114,000
+100.0%
16,506
+100.0%
0.35%
-3.0%
Q2 2020$557,000
+0.5%
8,2530.0%0.36%
-4.2%
Q1 2020$554,0008,2530.38%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders