LEVEL FOUR ADVISORY SERVICES, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 689 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$233,082
-11.1%
3,450
+1.9%
0.01%
-17.6%
Q1 2023$262,164
+16.0%
3,385
+6.0%
0.02%
-5.6%
Q1 2021$226,000
-39.9%
3,194
-40.0%
0.02%
-40.0%
Q4 2020$376,000
+26.6%
5,327
+16.9%
0.03%
+30.4%
Q3 2020$297,000
+8.8%
4,555
+12.2%
0.02%
+9.5%
Q2 2020$273,000
+0.7%
4,061
-13.1%
0.02%
-36.4%
Q1 2020$271,000
-51.9%
4,675
-33.8%
0.03%
+50.0%
Q4 2019$563,000
-12.7%
7,062
-2.0%
0.02%
-67.2%
Q3 2019$645,000
+15.0%
7,203
+4.7%
0.07%
+17.5%
Q2 2019$561,000
+14.0%
6,882
+9.6%
0.06%
+5.6%
Q1 2019$492,000
+34.8%
6,282
+12.4%
0.05%
+17.4%
Q4 2018$365,000
-18.2%
5,588
-19.5%
0.05%
-4.2%
Q3 2018$446,000
-20.4%
6,940
-17.8%
0.05%
+17.1%
Q2 2018$560,000
-20.7%
8,439
-25.9%
0.04%
-25.5%
Q1 2018$706,000
-73.8%
11,385
-70.9%
0.06%
-73.7%
Q4 2017$2,693,000
+11.3%
39,089
+8.9%
0.21%
-2.3%
Q3 2017$2,419,000
+25.3%
35,893
+15.3%
0.21%
-27.9%
Q2 2017$1,930,000
-0.7%
31,125
-0.6%
0.30%
+50.0%
Q1 2017$1,943,000
+39.9%
31,325
+33.2%
0.20%
+11.9%
Q4 2016$1,389,00023,5100.18%
Other shareholders
WP CAREY INC shareholders Q2 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