Cornerstone Wealth Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 595 filers reported holding WP CAREY INC in Q3 2020. The put-call ratio across all filers is 0.81 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
Cornerstone Wealth Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$768,541
-20.2%
14,214
-0.3%
0.07%
-15.1%
Q2 2023$963,217
-4.8%
14,257
+9.1%
0.09%
-13.1%
Q1 2023$1,011,857
-5.5%
13,065
-14.8%
0.10%
-16.8%
Q3 2022$1,071,000
-8.8%
15,343
+8.3%
0.12%
-8.5%
Q2 2022$1,174,000
+1.3%
14,173
-1.1%
0.13%
+15.0%
Q1 2022$1,159,000
-1.6%
14,333
-0.1%
0.11%
+0.9%
Q4 2021$1,178,000
+6.6%
14,351
-5.1%
0.11%
-5.1%
Q3 2021$1,105,000
+15.8%
15,125
+18.3%
0.12%
+18.0%
Q2 2021$954,000
+25.2%
12,780
+18.7%
0.10%
+11.1%
Q1 2021$762,000
+39.3%
10,765
+38.9%
0.09%
+30.4%
Q4 2020$547,000
+38.1%
7,750
+27.5%
0.07%
+16.9%
Q3 2020$396,000
+20.0%
6,077
+24.5%
0.06%
+11.3%
Q2 2020$330,000
+31.0%
4,883
+55.1%
0.05%
+29.3%
Q4 2019$252,000
-8.4%
3,149
+2.6%
0.04%
-16.3%
Q3 2019$275,000
-9.8%
3,070
-18.5%
0.05%
-10.9%
Q2 2019$305,000
-42.6%
3,765
-10.3%
0.06%
-14.1%
Q1 2019$531,000
+109.1%
4,198
+8.5%
0.06%
+18.5%
Q4 2018$254,000
-66.6%
3,870
-92.5%
0.05%
+440.0%
Q3 2018$760,000
-23.6%
51,924
-20.5%
0.01%
-9.1%
Q2 2018$995,00065,3390.01%
Other shareholders
WP CAREY INC shareholders Q3 2020
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