Cetera Investment Advisers - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 587 filers reported holding WP CAREY INC in Q2 2019. The put-call ratio across all filers is 0.38 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
Cetera Investment Advisers ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$5,209,537
-22.5%
96,330
-3.2%
0.04%
-21.1%
Q2 2023$6,725,751
-16.7%
99,552
-4.5%
0.06%
-19.7%
Q1 2023$8,074,994
-0.1%
104,260
+0.8%
0.07%
-5.3%
Q4 2022$8,086,572
+81.8%
103,475
+62.4%
0.08%
-15.7%
Q3 2022$4,448,000
+15.4%
63,722
+36.9%
0.09%
+45.9%
Q2 2022$3,856,000
-15.5%
46,533
-17.6%
0.06%
-7.6%
Q1 2022$4,563,000
+2.4%
56,439
+3.9%
0.07%
+3.1%
Q4 2021$4,455,000
+10.4%
54,297
-1.7%
0.06%0.0%
Q3 2021$4,034,000
+4.0%
55,231
+6.2%
0.06%
+3.2%
Q2 2021$3,880,000
+11.8%
51,997
+6.1%
0.06%
-8.8%
Q1 2021$3,469,000
+12.5%
49,027
+12.2%
0.07%
+11.5%
Q4 2020$3,083,000
+284.4%
43,686
+255.1%
0.06%
-7.6%
Q3 2020$802,000
+5.7%
12,304
+9.7%
0.07%
-5.7%
Q2 2020$759,000
+50.3%
11,213
+29.0%
0.07%
+12.9%
Q1 2020$505,000
-20.5%
8,693
+9.6%
0.06%
-3.1%
Q4 2019$635,000
-4.5%
7,930
+6.8%
0.06%
-21.0%
Q3 2019$665,000
+9.7%
7,422
-0.9%
0.08%
+3.8%
Q2 2019$606,000
+10.6%
7,489
+6.3%
0.08%
+1.3%
Q1 2019$548,000
+16.6%
7,047
-1.5%
0.08%0.0%
Q4 2018$470,000
+19.9%
7,151
+17.4%
0.08%
+37.5%
Q3 2018$392,0006,0910.06%
Other shareholders
WP CAREY INC shareholders Q2 2019
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