Lindbrook 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
Lindbrook Capital, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$45,373
-68.7%
839
-60.9%
0.01%
-66.7%
Q2 2023$145,017
-13.6%
2,146
-1.0%
0.02%
-25.0%
Q1 2023$167,876
+4.3%
2,168
+5.3%
0.02%0.0%
Q4 2022$160,915
+9.5%
2,059
-2.2%
0.02%
-20.0%
Q3 2022$147,000
-15.5%
2,106
+0.0%
0.02%
-13.8%
Q2 2022$174,000
+5.5%
2,105
+3.1%
0.03%
+16.0%
Q1 2022$165,000
+217.3%
2,041
+219.9%
0.02%
+212.5%
Q4 2021$52,000
+23.8%
638
+11.3%
0.01%
-27.3%
Q3 2021$42,000
-2.3%
5730.0%0.01%
+10.0%
Q2 2021$43,000
+10.3%
573
+2.9%
0.01%
+11.1%
Q1 2021$39,000
+14.7%
557
+15.3%
0.01%
+12.5%
Q4 2020$34,000
-8.1%
483
-14.7%
0.01%
-20.0%
Q3 2020$37,0000.0%566
+2.2%
0.01%
-9.1%
Q2 2020$37,000
+48.0%
554
+30.4%
0.01%
+22.2%
Q1 2020$25,000
+31.6%
425
+75.6%
0.01%
+28.6%
Q4 2019$19,000
-13.6%
2420.0%0.01%
-12.5%
Q3 2019$22,000
+83.3%
242
+51.2%
0.01%
+60.0%
Q2 2019$12,0000.0%1600.0%0.01%0.0%
Q1 2019$12,000
+20.0%
1600.0%0.01%0.0%
Q4 2018$10,0001600.01%
Other shareholders
WP CAREY INC shareholders Q4 2021
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