Horan Securities, Inc. - 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
Horan Securities, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$138,177
-10.3%
2,045
+2.9%
0.06%
-25.3%
Q1 2023$153,986
+4.3%
1,988
+5.2%
0.08%
-4.8%
Q4 2022$147,695
+10.2%
1,890
-1.7%
0.08%0.0%
Q3 2022$134,000
-11.8%
1,922
+5.8%
0.08%
-8.8%
Q2 2022$152,000
+7.8%
1,817
+3.8%
0.09%
+9.6%
Q1 2022$141,000
+10.2%
1,750
+12.3%
0.08%
+9.2%
Q4 2021$128,000
+64.1%
1,559
+48.6%
0.08%
+38.2%
Q2 2021$78,000
+160.0%
1,049
+148.6%
0.06%
+120.0%
Q1 2021$30,000
+650.0%
422
+681.5%
0.02%
+733.3%
Q4 2020$4,000540.00%
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