Gilbert & Cook, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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
Gilbert & Cook, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$310,636
-12.0%
5,744
+10.0%
0.05%
-14.0%
Q2 2023$352,933
-6.7%
5,224
+7.0%
0.06%
-12.3%
Q1 2023$378,188
+0.3%
4,883
+1.2%
0.06%
-5.8%
Q4 2022$377,074
+5.6%
4,825
+1.7%
0.07%
-12.7%
Q3 2022$357,000
-1.4%
4,743
+6.0%
0.08%
+33.9%
Q1 2022$362,000
+2.3%
4,473
+3.6%
0.06%
+3.5%
Q4 2021$354,000
+16.8%
4,318
+3.9%
0.06%
+5.6%
Q3 2021$303,000
+2.4%
4,154
+4.7%
0.05%
+1.9%
Q2 2021$296,000
+8.0%
3,968
+2.5%
0.05%
-1.9%
Q1 2021$274,000
+11.4%
3,872
+11.5%
0.05%
+1.9%
Q4 2020$246,0003,4730.05%
Other shareholders
WP CAREY INC shareholders Q4 2022
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