Laurel Wealth Advisors LLC - 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
Laurel Wealth Advisors LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$21,416
-20.0%
3960.0%0.01%0.0%
Q2 2023$26,754
-12.8%
3960.0%0.01%
-16.7%
Q1 2023$30,671
-0.9%
3960.0%0.01%
-14.3%
Q4 2022$30,948
+10.5%
3960.0%0.01%0.0%
Q3 2022$28,000
-15.2%
3960.0%0.01%
-12.5%
Q2 2022$33,000
+3.1%
3960.0%0.01%
+14.3%
Q1 2022$32,0000.0%3960.0%0.01%0.0%
Q4 2021$32,000
-27.3%
396
-33.6%
0.01%
-30.0%
Q3 2021$44,000
-4.3%
596
-4.0%
0.01%0.0%
Q2 2021$46,000
+4.5%
6210.0%0.01%
-9.1%
Q1 2021$44,000
+4.8%
621
+4.2%
0.01%0.0%
Q4 2020$42,000
+7.7%
5960.0%0.01%
-8.3%
Q3 2020$39,000
-2.5%
5960.0%0.01%
-7.7%
Q2 2020$40,000
+14.3%
5960.0%0.01%0.0%
Q1 2020$35,000
-27.1%
5960.0%0.01%
-13.3%
Q4 2019$48,000
-9.4%
5960.0%0.02%
-16.7%
Q3 2019$53,000
+10.4%
5960.0%0.02%
+5.9%
Q2 2019$48,000
+2.1%
5960.0%0.02%0.0%
Q1 2019$47,000
+20.5%
5960.0%0.02%
+6.2%
Q4 2018$39,0005960.02%
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