Eldridge Investment Advisors, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 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
Eldridge Investment Advisors, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$545
-13.2%
10,075
+8.3%
0.18%
-11.7%
Q2 2023$628
-17.3%
9,300
-5.1%
0.20%
-22.1%
Q1 2023$759
-0.9%
9,8000.0%0.26%
-1.9%
Q4 2022$766
-99.9%
9,800
-3.0%
0.27%
-1.8%
Q3 2022$705,000
-15.8%
10,1000.0%0.27%
-13.3%
Q2 2022$837,000
+2.6%
10,1000.0%0.32%
+14.1%
Q1 2022$816,000
-1.6%
10,1000.0%0.28%
+0.7%
Q4 2021$829,000
+12.3%
10,1000.0%0.27%
+4.2%
Q3 2021$738,000
-2.1%
10,1000.0%0.26%
-3.7%
Q2 2021$754,000
+5.5%
10,1000.0%0.27%
-1.1%
Q1 2021$715,000
-13.4%
10,100
-13.7%
0.28%
-20.0%
Q4 2020$826,000
+8.4%
11,7000.0%0.34%
-3.9%
Q3 2020$762,000
-0.8%
11,700
+3.1%
0.36%
-6.0%
Q2 2020$768,000
+10.7%
11,350
-5.0%
0.38%
-3.3%
Q1 2020$694,000
-26.5%
11,950
+1.3%
0.40%
-14.5%
Q4 2019$944,000
-17.1%
11,800
-7.3%
0.46%
-21.4%
Q3 2019$1,139,000
+10.3%
12,7250.0%0.59%
+6.7%
Q2 2019$1,033,000
+7.0%
12,725
+3.2%
0.55%
+6.2%
Q1 2019$965,000
+11.9%
12,325
-6.6%
0.52%
-2.6%
Q4 2018$862,000
-0.1%
13,200
-1.7%
0.53%
-3.4%
Q3 2018$863,000
-5.5%
13,425
-2.5%
0.55%
-14.6%
Q2 2018$913,000
+0.8%
13,775
-5.8%
0.65%
-4.7%
Q1 2018$906,000
+2.8%
14,625
+13.2%
0.68%
-0.1%
Q4 2017$881,00012,9250.68%
Other shareholders
WP CAREY INC shareholders Q4 2021
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders