Global Wealth Management Investment Advisory, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 644 filers reported holding WP CAREY INC in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.

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
Global Wealth Management Investment Advisory, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$406,357
-8.1%
7,514
+14.8%
0.11%
-5.8%
Q2 2023$442,248
-5.8%
6,546
+8.0%
0.12%
-14.2%
Q1 2023$469,347
+4.5%
6,060
+5.4%
0.14%
-3.4%
Q4 2022$449,233
+45.4%
5,748
+29.9%
0.15%
+32.7%
Q3 2022$309,000
-8.6%
4,425
+8.4%
0.11%
-3.5%
Q2 2022$338,000
+18.2%
4,082
+15.2%
0.11%
+34.1%
Q1 2022$286,000
+15.8%
3,544
+17.7%
0.08%
+14.9%
Q4 2021$247,000
+37.2%
3,012
+21.9%
0.07%
+29.8%
Q3 2021$180,000
+25.9%
2,470
+28.8%
0.06%
+18.8%
Q2 2021$143,000
+12.6%
1,918
+7.2%
0.05%
+4.3%
Q1 2021$127,000
+53.0%
1,790
+51.3%
0.05%
+43.8%
Q4 2020$83,000
+20.3%
1,183
+11.3%
0.03%
+6.7%
Q3 2020$69,000
-53.4%
1,063
-51.5%
0.03%
-52.4%
Q2 2020$148,000
+33.3%
2,191
+14.7%
0.06%
+12.5%
Q1 2020$111,000
+3.7%
1,911
+42.3%
0.06%
+24.4%
Q4 2019$107,000
-15.1%
1,343
-4.6%
0.04%
-22.4%
Q3 2019$126,000
+10.5%
1,4080.0%0.06%
+5.5%
Q2 2019$114,000
-3.4%
1,408
-6.6%
0.06%
-9.8%
Q1 2019$118,000
+19.2%
1,5080.0%0.06%
+5.2%
Q4 2018$99,0001,5080.06%
Other shareholders
WP CAREY INC shareholders Q1 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