Rockefeller Capital Management L.P. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 630 filers reported holding WP CAREY INC in Q4 2020. The put-call ratio across all filers is 0.77 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
Rockefeller Capital Management L.P. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$777,791
-19.0%
14,382
+1.2%
0.00%
-25.0%
Q2 2023$960,629
+84911.4%
14,218
-2.6%
0.00%
-20.0%
Q1 2023$1,130
+3.7%
14,598
+4.5%
0.01%0.0%
Q4 2022$1,090
-99.9%
13,963
+14.0%
0.01%
+25.0%
Q3 2022$854,000
+1.9%
12,246
+20.9%
0.00%0.0%
Q2 2022$838,000
+6.5%
10,133
+4.0%
0.00%0.0%
Q1 2022$787,000
-5.6%
9,741
-4.2%
0.00%0.0%
Q4 2021$834,000
+22.5%
10,165
+8.9%
0.00%0.0%
Q3 2021$681,000
-1.4%
9,337
+0.8%
0.00%0.0%
Q2 2021$691,000
+154.0%
9,265
+141.0%
0.00%
+100.0%
Q1 2021$272,000
+2.3%
3,844
+1.7%
0.00%0.0%
Q4 2020$266,000
+11.3%
3,778
+2.7%
0.00%0.0%
Q3 2020$239,000
+5875.0%
3,677
+6585.5%
0.00%
Q2 2020$4,000
-91.8%
55
-93.5%
0.00%
-100.0%
Q1 2020$49,000
+276.9%
842
+501.4%
0.00%
Q3 2019$13,000
+18.2%
1400.0%0.00%
Q2 2019$11,0000.0%1400.0%0.00%
Q1 2019$11,000
+22.2%
1400.0%0.00%
Q4 2018$9,0001400.00%
Other shareholders
WP CAREY INC shareholders Q4 2020
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders