Allied Investment Advisors, LLC - 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
Allied Investment Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2023$228,090
-0.9%
2,9450.0%0.07%
-1.4%
Q4 2022$230,152
+11.7%
2,9450.0%0.07%
-6.5%
Q3 2022$206,000
-17.6%
2,945
-2.5%
0.08%
-14.4%
Q2 2022$250,000
+2.5%
3,0200.0%0.09%
+13.9%
Q1 2022$244,000
-1.6%
3,0200.0%0.08%
-7.1%
Q4 2021$248,0003,0200.08%
Other shareholders
WP CAREY INC shareholders Q4 2021
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 463,979$25,542,0443.00%
Seneca House Advisors 112,293$6,181,7412.68%
Dupree Financial Group, LLC 98,364$5,414,9452.46%
Arkfeld Wealth Strategies, L.L.C. 83,657$4,619,5312.34%
Creegan & Nassoura Financial Group, LLC 58,960$3,245,7482.23%
EQUITY INVESTMENT CORP 1,472,017$81,034,5362.07%
Rock Point Advisors, LLC 124,774$6,868,8092.06%
Armstrong, Fleming & Moore, Inc 56,148$3,090,9501.98%
PGGM Investments 2,498,975$137,5691.97%
New Insight Wealth Advisors 58,955$3,245,4731.91%
View complete list of WP CAREY INC shareholders