Truvestments Capital LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 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
Truvestments Capital LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,684,626
-17.6%
31,151
+2.9%
0.88%
-13.9%
Q2 2023$2,044,929
-8.8%
30,268
+4.6%
1.02%
-14.8%
Q1 2023$2,241,986
+7.9%
28,948
+8.9%
1.20%
+2.0%
Q4 2022$2,077,338
+9.3%
26,581
-2.4%
1.17%
-2.3%
Q3 2022$1,901,000
-9.8%
27,240
+7.1%
1.20%
-2.8%
Q2 2022$2,108,000
+8.3%
25,443
+5.7%
1.23%
+15.5%
Q1 2022$1,947,000
+6.1%
24,078
+7.7%
1.07%
+16.0%
Q4 2021$1,835,000
+13.5%
22,366
+1.0%
0.92%
+3.3%
Q3 2021$1,617,000
+6.4%
22,136
+8.7%
0.89%
+7.0%
Q2 2021$1,520,000
+40.7%
20,365
+33.5%
0.83%
+36.7%
Q1 2021$1,080,000
+31.5%
15,259
+31.1%
0.61%
+7.0%
Q4 2020$821,000
+16.5%
11,635
+7.5%
0.57%
-10.5%
Q3 2020$705,000
+4047.1%
10,821
+4160.2%
0.64%
+3647.1%
Q2 2020$17,000
+21.4%
254
+1.6%
0.02%
-5.6%
Q1 2020$14,000
-36.4%
2500.0%0.02%
+28.6%
Q3 2019$22,000
+10.0%
2500.0%0.01%
+7.7%
Q2 2019$20,0002500.01%
Other shareholders
WP CAREY INC shareholders Q4 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