Ellevest, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 798 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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
Ellevest, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2023$180,149
+1.3%
2,326
+2.2%
0.01%
-6.7%
Q4 2022$177,791
+26.1%
2,275
+12.6%
0.02%
+15.4%
Q3 2022$141,000
+46.9%
2,021
+74.8%
0.01%
+44.4%
Q2 2022$96,000
+1.1%
1,156
-2.1%
0.01%
+12.5%
Q1 2022$95,000
-22.1%
1,181
-20.3%
0.01%
-27.3%
Q4 2021$122,000
+27.1%
1,482
+13.0%
0.01%
+22.2%
Q3 2021$96,000
+68.4%
1,312
+72.2%
0.01%
+50.0%
Q2 2021$57,000
+5.6%
762
-0.7%
0.01%
-14.3%
Q1 2021$54,000
-11.5%
767
-10.9%
0.01%
-22.2%
Q4 2020$61,000
-24.7%
861
-30.8%
0.01%
-40.0%
Q3 2020$81,000
+24.6%
1,245
+29.0%
0.02%
+7.1%
Q2 2020$65,000
+333.3%
965
+278.4%
0.01%
+250.0%
Q1 2020$15,000
+275.0%
255
+466.7%
0.00%
+300.0%
Q4 2019$4,000450.00%
Other shareholders
WP CAREY INC shareholders Q2 2023
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders