Wealthcare Advisory Partners 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
Wealthcare Advisory Partners LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,595,924
-17.1%
29,510
+3.5%
0.07%
-15.1%
Q2 2023$1,925,565
-11.4%
28,502
+1.5%
0.09%
-7.5%
Q1 2023$2,174,499
+20.4%
28,076
+21.4%
0.09%
+8.1%
Q4 2022$1,806,699
+13.5%
23,118
+1.3%
0.09%
-5.5%
Q3 2022$1,592,000
-12.1%
22,813
+4.4%
0.09%
-17.3%
Q2 2022$1,811,000
+0.5%
21,851
-2.0%
0.11%
+0.9%
Q1 2022$1,802,000
+2.6%
22,295
+4.1%
0.11%
+3.8%
Q4 2021$1,757,000
+15.8%
21,414
+3.1%
0.10%
+6.1%
Q3 2021$1,517,000
+0.1%
20,775
+2.3%
0.10%
-2.0%
Q2 2021$1,515,000
+9.2%
20,300
+3.5%
0.10%
+1.0%
Q1 2021$1,387,000
+0.3%
19,608
+0.0%
0.10%
-18.7%
Q4 2020$1,383,000
+7.6%
19,599
-0.7%
0.12%
-12.8%
Q3 2020$1,285,000
-0.7%
19,728
+3.1%
0.14%
-12.4%
Q2 2020$1,294,000
+23.2%
19,128
+5.8%
0.16%
+4.5%
Q1 2020$1,050,000
+71.6%
18,078
+136.4%
0.15%
+97.4%
Q4 2019$612,000
-10.5%
7,6480.0%0.08%
-21.2%
Q3 2019$684,000
+5.7%
7,648
-4.0%
0.10%
-2.9%
Q2 2019$647,000
+5.2%
7,965
+1.5%
0.10%
-2.9%
Q1 2019$615,000
+19.9%
7,8500.0%0.10%
+5.0%
Q4 2018$513,000
+3.4%
7,850
+1.7%
0.10%
+9.9%
Q3 2018$496,000
-3.1%
7,7150.0%0.09%
-9.0%
Q2 2018$512,000
+798.2%
7,715
+743.2%
0.10%
+669.2%
Q1 2018$57,000
+29.5%
915
+44.1%
0.01%
+18.2%
Q4 2017$44,0006350.01%
Other shareholders
WP CAREY INC shareholders Q3 2020
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