Capital Investment Advisory Services, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
Capital Investment Advisory Services, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$415,392
-31.7%
7,681
-14.7%
0.04%
-31.7%
Q2 2023$608,287
-11.2%
9,004
+1.8%
0.06%
-25.9%
Q1 2023$685,255
-11.1%
8,848
-10.3%
0.08%
-11.0%
Q4 2022$770,978
+13.9%
9,865
+1.8%
0.09%
+3.4%
Q3 2022$677,000
-18.7%
9,693
-3.5%
0.09%
-12.9%
Q2 2022$833,000
+4.4%
10,048
+1.8%
0.10%
+16.1%
Q1 2022$798,000
+10.4%
9,873
+12.1%
0.09%
+1.2%
Q4 2021$723,000
+20.3%
8,808
+7.0%
0.09%
+13.2%
Q3 2021$601,000
+1.0%
8,229
+3.1%
0.08%
+1.3%
Q2 2021$595,000
+7.2%
7,979
+1.8%
0.08%
-3.8%
Q1 2021$555,000
+6.9%
7,837
+6.6%
0.08%
+1.3%
Q4 2020$519,000
+28.8%
7,350
+18.8%
0.08%
+1.3%
Q3 2020$403,000
-7.6%
6,185
-4.1%
0.08%
-13.6%
Q2 2020$436,000
+23.9%
6,452
+6.3%
0.09%
+2.3%
Q1 2020$352,000
-24.0%
6,067
+4.9%
0.09%
-30.6%
Q4 2019$463,000
-6.5%
5,782
+4.6%
0.12%
-10.1%
Q3 2019$495,000
-9.8%
5,527
-15.0%
0.14%
-17.4%
Q2 2019$549,000
+43.0%
6,502
+32.7%
0.17%
+16.8%
Q1 2019$384,000
+15.0%
4,901
-4.2%
0.14%0.0%
Q4 2018$334,000
+9.2%
5,115
+7.6%
0.14%0.0%
Q3 2018$306,000
+2.3%
4,753
+5.5%
0.14%
-4.7%
Q2 2018$299,000
+9.9%
4,505
+2.5%
0.15%
-1.3%
Q1 2018$272,000
-3.9%
4,396
+6.9%
0.15%
-8.4%
Q4 2017$283,000
+11.9%
4,113
+9.5%
0.17%
+7.1%
Q3 2017$253,000
+13.5%
3,755
+11.0%
0.16%
+5.4%
Q2 2017$223,0003,3840.15%
Other shareholders
WP CAREY INC shareholders Q4 2021
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