AE Wealth Management LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
AE Wealth Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,992,166
-16.6%
55,302
+4.2%
0.02%
-18.2%
Q2 2023$3,586,313
-8.7%
53,080
+4.7%
0.02%
-12.0%
Q1 2023$3,928,793
-8.2%
50,721
-7.4%
0.02%
-19.4%
Q4 2022$4,280,806
+16.7%
54,776
+4.2%
0.03%
+6.9%
Q3 2022$3,668,000
+18.0%
52,545
+40.0%
0.03%
+16.0%
Q2 2022$3,109,000
+27.6%
37,527
+24.5%
0.02%
+47.1%
Q1 2022$2,437,000
+9.0%
30,141
+10.6%
0.02%
+6.2%
Q4 2021$2,235,000
+48.8%
27,241
+32.5%
0.02%
+33.3%
Q3 2021$1,502,000
+12.2%
20,560
+14.5%
0.01%0.0%
Q2 2021$1,339,000
+9.7%
17,951
+4.1%
0.01%0.0%
Q1 2021$1,221,000
+2.9%
17,249
+2.5%
0.01%
-7.7%
Q4 2020$1,187,000
-12.3%
16,824
-19.1%
0.01%
-31.6%
Q3 2020$1,354,000
-26.2%
20,785
-23.4%
0.02%
-32.1%
Q2 2020$1,835,000
+8.5%
27,130
-6.8%
0.03%
-28.2%
Q1 2020$1,691,000
-29.9%
29,115
-3.3%
0.04%
-25.0%
Q4 2019$2,411,000
-0.7%
30,123
+11.1%
0.05%
-25.7%
Q3 2019$2,427,000
+0.5%
27,114
-8.9%
0.07%
-4.1%
Q2 2019$2,416,000
+118.2%
29,755
+110.5%
0.07%
-5.2%
Q1 2019$1,107,000
+72.4%
14,133
+43.8%
0.08%
-30.0%
Q4 2018$642,0009,8300.11%
Other shareholders
WP CAREY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders