Vishria Bird Financial Group, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
Vishria Bird Financial Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$229
-19.9%
4,2400.0%0.13%
-23.5%
Q2 2023$286
-12.8%
4,2400.0%0.17%
-19.0%
Q1 2023$328
-0.9%
4,2400.0%0.21%
-9.1%
Q4 2022$331
-99.9%
4,2400.0%0.23%
+16.1%
Q3 2022$296,000
-15.7%
4,2400.0%0.20%
-15.0%
Q2 2022$351,000
+2.3%
4,2400.0%0.23%
+23.2%
Q1 2022$343,000
-1.4%
4,2400.0%0.19%
+17.3%
Q4 2021$348,000
+12.3%
4,2400.0%0.16%
-0.6%
Q3 2021$310,000
-1.9%
4,2400.0%0.16%
+4.5%
Q2 2021$316,000
+0.6%
4,240
-4.5%
0.16%
-9.8%
Q1 2021$314,000
-8.7%
4,438
-9.1%
0.17%
-11.7%
Q4 2020$344,000
+8.2%
4,8800.0%0.20%
-2.0%
Q3 2020$318,000
-13.8%
4,880
-10.6%
0.20%
-30.8%
Q2 2020$369,000
+16.4%
5,4610.0%0.29%
-13.0%
Q1 2020$317,000
-27.5%
5,4610.0%0.33%
-21.7%
Q4 2019$437,000
-13.1%
5,461
-2.8%
0.42%
-26.4%
Q3 2019$503,000
+2.9%
5,621
-6.6%
0.58%
+18.0%
Q2 2019$489,000
-16.7%
6,019
-19.6%
0.49%
-17.8%
Q1 2019$587,000
+1.6%
7,489
-15.4%
0.59%
-7.0%
Q4 2018$578,0008,8490.64%
Other shareholders
WP CAREY INC shareholders Q3 2021
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