Jacobi Capital Management LLC - 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
Jacobi Capital Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$315,189
-19.9%
5,828
+0.0%
0.04%
-18.2%
Q2 2023$393,628
-14.9%
5,826
-2.5%
0.04%
-20.0%
Q1 2023$462,578
-3.2%
5,973
-2.3%
0.06%
-8.3%
Q4 2022$477,660
+11.9%
6,112
+0.0%
0.06%
+3.4%
Q3 2022$427,000
-15.6%
6,110
+0.0%
0.06%
-13.4%
Q2 2022$506,000
+2.4%
6,109
+0.0%
0.07%
+13.6%
Q1 2022$494,000
-2.2%
6,108
-0.8%
0.06%
-1.7%
Q4 2021$505,000
+17.2%
6,158
+4.2%
0.06%
+9.1%
Q3 2021$431,000
+1.2%
5,907
+3.5%
0.06%
-1.8%
Q2 2021$426,000
+164.6%
5,707
+151.4%
0.06%
+133.3%
Q1 2021$161,000
+0.6%
2,2700.0%0.02%
-4.0%
Q4 2020$160,000
+8.1%
2,2700.0%0.02%
-3.8%
Q3 2020$148,000
-3.9%
2,2700.0%0.03%
-10.3%
Q2 2020$154,000
+32.8%
2,270
+13.5%
0.03%
+16.0%
Q1 2020$116,000
+152.2%
2,000
+168.5%
0.02%
+78.6%
Q1 2018$46,000
-8.0%
7450.0%0.01%
-12.5%
Q4 2017$50,000
-2.0%
7450.0%0.02%
-5.9%
Q3 2017$51,000
+4.1%
7450.0%0.02%
-10.5%
Q2 2017$49,000
+6.5%
7450.0%0.02%
-20.8%
Q1 2017$46,000
+2.2%
7450.0%0.02%
-11.1%
Q4 2016$45,000
-4.3%
7450.0%0.03%
+22.7%
Q3 2016$47,000
-9.6%
7450.0%0.02%
-15.4%
Q2 2016$52,0007450.03%
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