Baird Financial Group, Inc. - 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
Baird Financial Group, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,574,356
-25.5%
29,112
-7.0%
0.00%
-33.3%
Q2 2023$2,114,088
-22.9%
31,292
-11.6%
0.01%
-14.3%
Q1 2023$2,741,652
+98912.4%
35,399
-0.1%
0.01%0.0%
Q4 2022$2,769
-99.9%
35,444
-5.5%
0.01%
-12.5%
Q3 2022$2,618,000
-11.8%
37,511
+4.7%
0.01%0.0%
Q2 2022$2,968,000
+8.4%
35,815
+5.8%
0.01%
+14.3%
Q1 2022$2,737,000
+2.7%
33,867
+4.2%
0.01%
+16.7%
Q4 2021$2,666,000
+18.0%
32,498
+5.1%
0.01%0.0%
Q3 2021$2,259,000
+6.6%
30,934
+8.9%
0.01%0.0%
Q2 2021$2,120,000
+9.3%
28,412
+3.6%
0.01%
+20.0%
Q1 2021$1,940,000
+13.7%
27,422
+13.4%
0.01%0.0%
Q4 2020$1,706,000
+129.3%
24,179
+111.8%
0.01%
+66.7%
Q3 2020$744,000
-27.6%
11,414
-24.8%
0.00%
-25.0%
Q2 2020$1,027,000
+24.8%
15,179
+7.1%
0.00%0.0%
Q1 2020$823,000
-29.7%
14,173
-3.1%
0.00%0.0%
Q4 2019$1,171,000
-22.9%
14,629
-13.7%
0.00%
-33.3%
Q3 2019$1,518,000
+5.6%
16,955
-4.3%
0.01%0.0%
Q2 2019$1,438,000
+58.5%
17,719
+53.0%
0.01%
+20.0%
Q1 2019$907,000
+35.4%
11,579
+12.9%
0.01%0.0%
Q4 2018$670,000
+179.2%
10,252
+172.4%
0.01%
+150.0%
Q3 2018$240,000
-6.2%
3,763
-2.5%
0.00%0.0%
Q2 2018$256,0003,8610.00%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders