Vestmark Advisory Solutions, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 785 filers reported holding WP CAREY INC in Q3 2022. The put-call ratio across all filers is 0.61 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
Vestmark Advisory Solutions, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$709,045
-10.5%
10,495
+2.6%
0.03%
-20.6%
Q1 2023$792,234
-2.0%
10,228
-1.1%
0.03%
-12.8%
Q4 2022$808,428
+11.7%
10,344
-0.3%
0.04%
-2.5%
Q3 2022$724,000
-17.4%
10,372
-2.1%
0.04%
-20.0%
Q2 2022$877,000
+6.6%
10,590
+4.1%
0.05%
+6.4%
Q1 2022$823,000
+11.5%
10,177
+13.2%
0.05%
+11.9%
Q4 2021$738,000
+46.4%
8,991
+30.4%
0.04%
+23.5%
Q3 2021$504,000
+14.3%
6,895
+16.6%
0.03%
+9.7%
Q2 2021$441,000
+31.2%
5,913
+24.5%
0.03%
+3.3%
Q1 2021$336,000
+2.4%
4,749
+2.3%
0.03%
-18.9%
Q4 2020$328,000
+28.1%
4,641
+18.2%
0.04%
+8.8%
Q3 2020$256,000
-0.4%
3,925
+3.3%
0.03%
-15.0%
Q2 2020$257,000
-8.5%
3,799
+20.9%
0.04%
-13.0%
Q3 2019$281,0003,1430.05%
Other shareholders
WP CAREY INC shareholders Q3 2022
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