V Wealth 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
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 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