Kovack Advisors, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 644 filers reported holding WP CAREY INC in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.

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
Kovack Advisors, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$750,735
+32.3%
13,882
+65.3%
0.10%
+43.8%
Q2 2023$567,481
-12.7%
8,400
+0.0%
0.07%
-18.0%
Q1 2023$650,352
-8.5%
8,397
-7.6%
0.09%
-14.4%
Q4 2022$710,431
+18.4%
9,091
+5.8%
0.10%
+18.2%
Q3 2022$600,000
-10.7%
8,590
+5.9%
0.09%
-1.1%
Q2 2022$672,000
+13.3%
8,108
+10.4%
0.09%
+45.9%
Q1 2022$593,000
+0.7%
7,342
+2.2%
0.06%
+7.0%
Q4 2021$589,000
-3.6%
7,182
-14.1%
0.06%
-13.6%
Q3 2021$611,000
-2.1%
8,3630.0%0.07%
-7.0%
Q2 2021$624,000
+5.4%
8,363
+0.0%
0.07%
-7.8%
Q1 2021$592,000
+9.8%
8,362
+9.5%
0.08%
-1.3%
Q4 2020$539,000
+17.9%
7,637
+8.8%
0.08%
-3.7%
Q3 2020$457,000
-15.5%
7,020
-12.3%
0.08%
-22.9%
Q2 2020$541,000
+4.2%
8,003
-10.5%
0.10%
-12.5%
Q1 2020$519,000
-26.9%
8,941
+0.8%
0.12%
-5.5%
Q4 2019$710,000
-7.7%
8,866
+3.2%
0.13%
-19.6%
Q3 2019$769,000
+9.2%
8,587
-0.9%
0.16%
-1.9%
Q2 2019$704,000
+5.5%
8,666
+1.8%
0.16%
-3.0%
Q1 2019$667,000
+25.1%
8,515
+4.3%
0.17%
+6.4%
Q4 2018$533,000
+155.0%
8,164
+151.7%
0.16%
+188.9%
Q3 2018$209,0003,2430.05%
Other shareholders
WP CAREY INC shareholders Q1 2021
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