Sound Income Strategies, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
Sound Income Strategies, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$296,143
+1.3%
5,476
+26.5%
0.02%
-16.7%
Q2 2023$292,428
+29.0%
4,328
+47.9%
0.03%
+20.0%
Q1 2023$226,675
+56.5%
2,927
+58.0%
0.02%
+38.9%
Q4 2022$144,829
+28.2%
1,853
+14.7%
0.02%
+12.5%
Q3 2022$113,000
-16.3%
1,616
-0.8%
0.02%
-11.1%
Q2 2022$135,000
+22.7%
1,629
+19.4%
0.02%
+38.5%
Q1 2022$110,000
-2.7%
1,364
-1.4%
0.01%0.0%
Q4 2021$113,000
+7.6%
1,383
-3.6%
0.01%
-7.1%
Q3 2021$105,000
-1.9%
1,434
+0.2%
0.01%
-6.7%
Q2 2021$107,000
-99.9%
1,431
+7.9%
0.02%
-6.2%
Q1 2021$93,792,000
+78716.8%
1,326
-21.5%
0.02%
-38.5%
Q4 2020$119,000
+8.2%
1,689
+0.1%
0.03%
-13.3%
Q3 2020$110,000
+12.2%
1,687
+17.1%
0.03%
+3.4%
Q2 2020$98,000
+12.6%
1,441
-4.3%
0.03%
-3.3%
Q1 2020$87,000
+50.0%
1,506
+104.1%
0.03%
+200.0%
Q4 2019$58,000
+75.8%
738
+100.0%
0.01%0.0%
Q3 2019$33,000
-58.2%
369
-62.2%
0.01%
-63.0%
Q2 2019$79,000
+3.9%
9770.0%0.03%
-22.9%
Q1 2019$76,000
+31.0%
977
+9.2%
0.04%
+16.7%
Q4 2018$58,000
+866.7%
895
+842.1%
0.03%
+900.0%
Q3 2018$6,0000.0%950.0%0.00%0.0%
Q2 2018$6,000
+20.0%
95
+10.5%
0.00%0.0%
Q1 2018$5,000
-99.8%
86
-99.8%
0.00%
-99.8%
Q4 2017$2,341,00038,2741.53%
Other shareholders
WP CAREY INC shareholders Q1 2022
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