Morse Asset Management, Inc - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 360 filers reported holding WP CAREY INC in Q2 2017. The put-call ratio across all filers is 1.23 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
Morse Asset Management, Inc ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2023$2,112
-0.8%
27,275
+0.1%
0.71%
-7.6%
Q4 2022$2,129
-99.9%
27,240
+1.2%
0.77%
+9.0%
Q3 2022$1,879,000
-15.3%
26,915
+0.6%
0.71%
-0.4%
Q2 2022$2,218,000
+28.1%
26,765
+25.0%
0.71%
+65.6%
Q1 2022$1,731,000
+240.1%
21,415
+245.4%
0.43%
+277.2%
Q4 2021$509,000
+12.4%
6,2000.0%0.11%
+5.6%
Q3 2021$453,000
+6.6%
6,200
+8.8%
0.11%
+4.9%
Q2 2021$425,000
+27.6%
5,700
+21.3%
0.10%
+21.2%
Q1 2021$333,000
-56.5%
4,700
-56.7%
0.08%
-59.9%
Q4 2020$766,000
+23.2%
10,850
+13.6%
0.21%
+6.5%
Q3 2020$622,000
+2.1%
9,550
+6.1%
0.20%
-8.3%
Q2 2020$609,000
+15.8%
9,000
-0.6%
0.22%
-13.5%
Q1 2020$526,000
-26.9%
9,050
+0.6%
0.25%
+1.6%
Q4 2019$720,000
-10.6%
9,0000.0%0.25%
-17.9%
Q3 2019$805,000
+20.1%
9,000
+9.1%
0.30%
+52.8%
Q2 2019$670,000
+16.3%
8,250
+12.2%
0.20%
+13.9%
Q1 2019$576,000
+20.0%
7,3500.0%0.17%
+1.8%
Q4 2018$480,000
+27.7%
7,350
+25.6%
0.17%
+71.7%
Q3 2018$376,000
-3.1%
5,8500.0%0.10%
-6.6%
Q2 2018$388,000
+6.9%
5,8500.0%0.11%
+5.0%
Q1 2018$363,000
-9.9%
5,8500.0%0.10%
-9.8%
Q4 2017$403,000
-0.2%
5,850
-2.5%
0.11%
-6.7%
Q3 2017$404,000
-5.8%
6,000
-7.7%
0.12%
-14.3%
Q2 2017$429,000
+7.8%
6,500
+1.6%
0.14%
+2.9%
Q1 2017$398,0006,4000.14%
Other shareholders
WP CAREY INC shareholders Q2 2017
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