Wambolt & Associates, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 713 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
Wambolt & Associates, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$338,151
-16.4%
6,190
-14.2%
0.10%
-19.0%
Q1 2024$404,611
-36.9%
7,216
-27.1%
0.12%
-42.4%
Q4 2023$641,262
+12.6%
9,894
-7.1%
0.21%
+1.4%
Q3 2023$569,598
-23.0%
10,651
-2.7%
0.21%
-21.3%
Q2 2023$739,581
-12.4%
10,947
-1.1%
0.26%
-12.3%
Q1 2023$843,973
-3.4%
11,066
-1.0%
0.30%
-10.7%
Q4 2022$873,684
+11.3%
11,180
-0.6%
0.34%
+0.9%
Q3 2022$785,000
-16.2%
11,245
-0.5%
0.33%
-11.7%
Q2 2022$937,000
+1.2%
11,307
+0.0%
0.38%
+11.9%
Q1 2022$926,000
-5.6%
11,304
-5.4%
0.34%
-4.8%
Q4 2021$981,000
+9.2%
11,955
-1.3%
0.35%
-1.7%
Q3 2021$898,000
-1.5%
12,116
-0.8%
0.36%
-7.2%
Q2 2021$912,000
-7.3%
12,210
-10.2%
0.39%
-24.2%
Q1 2021$984,000
-17.6%
13,597
-19.6%
0.51%
-28.2%
Q4 2020$1,194,000
-3.2%
16,912
-10.6%
0.71%
-22.7%
Q3 2020$1,233,000
-7.9%
18,924
-4.4%
0.92%
-12.4%
Q2 2020$1,339,000
+18.7%
19,799
+1.9%
1.05%
-9.8%
Q1 2020$1,128,000
-28.2%
19,424
-1.1%
1.17%
-2.7%
Q4 2019$1,572,000
-8.4%
19,645
+2.4%
1.20%
-15.5%
Q3 2019$1,716,000
+7.0%
19,178
-2.9%
1.42%
+4.3%
Q2 2019$1,604,000
+8.7%
19,758
+3.9%
1.36%
+1.3%
Q1 2019$1,475,000
+23.8%
19,022
+4.4%
1.34%
+2.0%
Q4 2018$1,191,00018,2281.31%
Other shareholders
WP CAREY INC shareholders Q3 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 246,666$22,077,0009.22%
GSI Capital Advisors LLC 104,500$9,353,0005.49%
Seneca House Advisors 52,799$4,726,0004.47%
Gruss & Co., LLC 39,277$3,515,0004.28%
INSPIRION WEALTH ADVISORS, LLC 94,901$8,494,0003.72%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 82,207$7,358,0002.70%
KARPAS STRATEGIES, LLC 73,275$6,558,0002.65%
A. D. Beadell Investment Counsel, Inc. 32,398$2,899,0002.50%
Stellar Capital Management, LLC 40,885$3,659,0002.36%
Rench Wealth Management, Inc. 38,584$3,453,0002.23%
View complete list of WP CAREY INC shareholders