Monument Capital Management - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 17 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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
Monument Capital Management ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$317,743
-28.5%
5,875
-10.7%
0.11%
-24.6%
Q2 2023$444,617
-60.8%
6,581
-55.0%
0.14%
-62.5%
Q1 2023$1,133,287
-7.0%
14,632
-6.2%
0.38%
-9.1%
Q4 2022$1,218,732
-19.4%
15,595
-28.0%
0.42%
-26.5%
Q3 2022$1,512,000
+39.2%
21,664
+30.3%
0.57%
-16.4%
Q4 2018$1,086,00016,6200.68%
Other shareholders
WP CAREY INC shareholders Q4 2023
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders