OSAIC HOLDINGS, INC. - 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
OSAIC HOLDINGS, INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$21,223,802
-17.3%
392,364
+3.4%
0.03%
-32.6%
Q2 2023$25,652,114
-11.8%
379,554
+0.9%
0.05%
-16.4%
Q1 2023$29,071,528
-1.3%
376,314
-0.2%
0.06%
-8.3%
Q4 2022$29,467,169
+8.4%
377,011
-3.2%
0.06%
-3.2%
Q3 2022$27,195,000
-7.0%
389,565
+10.4%
0.06%
-4.6%
Q2 2022$29,253,000
+14.0%
352,808
+2.2%
0.06%
+30.0%
Q1 2022$25,652,000
-14.2%
345,115
-5.3%
0.05%
-12.3%
Q4 2021$29,891,000
+11.8%
364,459
-0.3%
0.06%
+1.8%
Q3 2021$26,732,000
+0.8%
365,697
+2.9%
0.06%
-1.8%
Q2 2021$26,519,000
+10.1%
355,315
+4.5%
0.06%
-1.7%
Q1 2021$24,084,000
+1.5%
339,965
+1.2%
0.06%
-7.9%
Q4 2020$23,718,000
+6.9%
336,015
-1.2%
0.06%
-4.5%
Q3 2020$22,189,000
-5.6%
340,135
-2.1%
0.07%
-16.5%
Q2 2020$23,515,000
+7.6%
347,543
-16.2%
0.08%
-11.2%
Q1 2020$21,856,000414,7370.09%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders