Parallel Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
Parallel Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$128,656
-10.7%
2,378
+11.5%
0.00%
-20.0%
Q2 2023$144,057
-0.8%
2,132
+13.7%
0.01%0.0%
Q1 2023$145,240
+4.0%
1,875
+5.0%
0.01%
-16.7%
Q4 2022$139,633
-24.5%
1,786
-32.4%
0.01%
-33.3%
Q3 2022$185,000
+9.5%
2,643
+29.2%
0.01%
+12.5%
Q2 2022$169,000
-12.9%
2,045
-13.4%
0.01%0.0%
Q1 2022$194,000
+14.1%
2,362
+13.8%
0.01%
+33.3%
Q4 2021$170,000
+9.0%
2,075
-2.6%
0.01%0.0%
Q3 2021$156,000
+21.9%
2,131
+24.0%
0.01%
+20.0%
Q2 2021$128,000
+15.3%
1,719
+9.3%
0.01%0.0%
Q1 2021$111,000
-0.9%
1,573
-0.5%
0.01%
-16.7%
Q4 2020$112,000
+10.9%
1,581
+1.5%
0.01%0.0%
Q3 2020$101,000
-19.8%
1,557
-16.8%
0.01%
-25.0%
Q2 2020$126,000
+14.5%
1,872
-1.7%
0.01%
-11.1%
Q1 2020$110,000
-26.7%
1,905
+1.7%
0.01%
-18.2%
Q4 2019$150,000
-9.1%
1,874
+1.4%
0.01%
-21.4%
Q3 2019$165,000
-13.6%
1,848
-21.3%
0.01%
-26.3%
Q2 2019$191,000
+1.1%
2,349
-2.6%
0.02%
-9.5%
Q1 2019$189,000
+9.2%
2,411
-9.1%
0.02%
-12.5%
Q4 2018$173,000
+50.4%
2,653
+48.4%
0.02%
+71.4%
Q3 2018$115,000
+59.7%
1,788
+63.3%
0.01%
+40.0%
Q2 2018$72,000
+20.0%
1,095
+13.1%
0.01%
+11.1%
Q1 2018$60,000
-26.8%
968
-19.1%
0.01%
-30.8%
Q4 2017$82,000
-4.7%
1,1960.0%0.01%
-13.3%
Q3 2017$86,000
+4.9%
1,1960.0%0.02%0.0%
Q2 2017$82,000
-44.6%
1,196
-50.0%
0.02%0.0%
Q1 2017$148,000
+138.7%
2,392
+127.4%
0.02%0.0%
Q4 2016$62,0001,0520.02%
Other shareholders
WP CAREY INC shareholders Q4 2021
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