Belpointe Asset 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
Belpointe Asset Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$860,980
+3.0%
15,920
+28.7%
0.09%
+1.1%
Q2 2023$835,936
-75.3%
12,373
-71.7%
0.09%
-51.9%
Q1 2023$3,387,753
-1.1%
43,741
-0.2%
0.18%
-11.6%
Q4 2022$3,425,129
+71.7%
43,828
+53.3%
0.21%
+53.3%
Q3 2022$1,995,000
+24.2%
28,585
+47.4%
0.14%
+25.0%
Q2 2022$1,606,000
+0.7%
19,393
-1.7%
0.11%
+11.3%
Q1 2022$1,595,000
-0.9%
19,736
+0.6%
0.10%
-3.0%
Q4 2021$1,609,000
+13.2%
19,609
+0.7%
0.10%
+3.1%
Q3 2021$1,421,000
+1.0%
19,470
+3.3%
0.10%
-4.0%
Q2 2021$1,407,000
+133.7%
18,849
+121.5%
0.10%
+94.2%
Q1 2021$602,000
+21.4%
8,510
+21.2%
0.05%
+15.6%
Q4 2020$496,000
-46.4%
7,024
-53.2%
0.04%
-28.6%
Q3 2020$925,000
+81.7%
14,996
+99.4%
0.06%
-4.5%
Q2 2020$509,000
+20.0%
7,522
+3.0%
0.07%
-10.8%
Q1 2020$424,000
-35.6%
7,306
-11.2%
0.07%
-11.9%
Q4 2019$658,000
-7.6%
8,228
+3.4%
0.08%
-27.0%
Q3 2019$712,000
+37.2%
7,961
+24.5%
0.12%
+12.7%
Q2 2019$519,000
-2.4%
6,393
-5.9%
0.10%
-1.9%
Q1 2019$532,000
+45.8%
6,797
+21.5%
0.10%
+11.8%
Q4 2018$365,000
+89.1%
5,592
+86.0%
0.09%
+200.0%
Q3 2018$193,0003,0060.03%
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