V Wealth Advisors LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
V Wealth Advisors LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$1,393,737
-16.0%
20,630
-3.7%
0.23%
-25.4%
Q1 2023$1,658,537
-14.1%
21,414
-13.3%
0.31%
-22.1%
Q4 2022$1,930,705
-12.6%
24,705
-21.9%
0.40%
-9.7%
Q3 2022$2,208,000
+14.4%
31,627
+35.8%
0.44%
+21.4%
Q2 2022$1,930,000
+26.1%
23,296
+23.1%
0.36%
+48.6%
Q1 2022$1,530,000
-3.6%
18,928
-2.1%
0.24%
+5.2%
Q4 2021$1,587,000
-0.7%
19,342
-11.6%
0.23%
-5.7%
Q3 2021$1,598,000
+5.3%
21,891
+7.6%
0.25%
+2.5%
Q2 2021$1,517,000
+9.8%
20,341
+4.2%
0.24%
-5.1%
Q1 2021$1,381,000
-1.8%
19,515
-2.2%
0.25%
-12.7%
Q4 2020$1,407,0000.0%19,945
-4.1%
0.29%
-20.3%
Q2 2020$1,407,000
+13.3%
20,798
-2.8%
0.36%
-6.2%
Q1 2020$1,242,000
-20.9%
21,395
+22.0%
0.39%
-30.7%
Q4 2019$1,570,0000.0%17,5410.0%0.56%0.0%
Q3 2019$1,570,000
+535.6%
17,541
+458.8%
0.56%
+461.0%
Q1 2019$247,000
-10.8%
3,139
-23.2%
0.10%
-29.1%
Q4 2018$277,000
+489.4%
4,086
+470.7%
0.14%
+540.9%
Q2 2017$47,0007160.02%
Other shareholders
WP CAREY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Orinda Asset Management LLC 45,000$3,044,0005.78%
Alden Global Capital LLC 193,400$13,084,0005.62%
HGI Capital Management, LLC 122,940$8,317,0005.13%
Ranger Global Real Estate Advisors, LLC 369,053$24,966,0005.02%
Capital Square, LLC 49,971$3,380,0003.62%
EWG Elevate Inc. 77,976$5,275,0003.56%
Seneca House Advisors 60,764$4,111,0003.48%
RVB CAPITAL MANAGEMENT LLC 12,500$846,0003.41%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 94,718$6,408,0002.62%
Stellar Capital Management, LLC 81,537$6,409,0002.12%
View complete list of WP CAREY INC shareholders