Sawyer & Company, Inc - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 763 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
Sawyer & Company, Inc ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$369
-99.9%
6,6950.0%0.15%
-2.6%
Q1 2024$377,866
+84433.8%
6,695
-2.9%
0.15%
-23.4%
Q4 2023$447
+10.6%
6,895
-7.8%
0.20%
+4.2%
Q3 2023$404
-26.0%
7,475
-7.5%
0.19%
-24.4%
Q2 2023$546
-31.7%
8,085
-24.5%
0.25%
-41.9%
Q1 2023$799
-4.5%
10,7100.0%0.43%
+4.4%
Q4 2022$837
-99.9%
10,710
-1.7%
0.41%
-0.5%
Q3 2022$760,000
-15.8%
10,8950.0%0.41%
-9.6%
Q2 2022$903,000
+2.5%
10,8950.0%0.46%
+15.7%
Q1 2022$881,000
-1.5%
10,8950.0%0.40%
+2.6%
Q4 2021$894,000
+7.7%
10,895
-4.2%
0.39%
-1.3%
Q3 2021$830,000
+9.6%
11,370
+12.1%
0.39%
+10.8%
Q2 2021$757,000
+5.4%
10,1450.0%0.35%
-1.4%
Q1 2021$718,000
-0.1%
10,145
-0.4%
0.36%
-2.5%
Q4 2020$719,000
+1.6%
10,185
-6.2%
0.37%
-12.8%
Q3 2020$708,000
-5.2%
10,860
-1.6%
0.42%
-8.9%
Q2 2020$747,000
+16.5%
11,0350.0%0.46%
-9.6%
Q1 2020$641,000
-11.0%
11,035
+22.6%
0.51%
+10.1%
Q4 2019$720,000
+323.5%
9,000
+372.4%
0.46%
+283.5%
Q3 2019$170,0001,9050.12%
Other shareholders
WP CAREY INC shareholders Q4 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 246,666$22,077,0009.22%
GSI Capital Advisors LLC 104,500$9,353,0005.49%
Seneca House Advisors 52,799$4,726,0004.47%
Gruss & Co., LLC 39,277$3,515,0004.28%
INSPIRION WEALTH ADVISORS, LLC 94,901$8,494,0003.72%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 82,207$7,358,0002.70%
KARPAS STRATEGIES, LLC 73,275$6,558,0002.65%
A. D. Beadell Investment Counsel, Inc. 32,398$2,899,0002.50%
Stellar Capital Management, LLC 40,885$3,659,0002.36%
Rench Wealth Management, Inc. 38,584$3,453,0002.23%
View complete list of WP CAREY INC shareholders