Cornerstone Wealth Group, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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
Cornerstone Wealth Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$271,968
-20.0%
5,0290.0%0.05%
-22.6%
Q2 2023$339,759
-12.8%
5,0290.0%0.06%
-10.1%
Q1 2023$389,496
-1.5%
5,029
-0.6%
0.07%
-8.0%
Q4 2022$395,361
+4.0%
5,059
-7.2%
0.08%
-10.7%
Q3 2022$380,000
+10.5%
5,450
+31.4%
0.08%
+16.7%
Q2 2022$344,000
-7.0%
4,149
-9.3%
0.07%
+5.9%
Q1 2022$370,000
-7.0%
4,576
-5.6%
0.07%0.0%
Q4 2021$398,000
-6.8%
4,848
-17.1%
0.07%
-9.3%
Q3 2021$427,000
-12.3%
5,849
-6.4%
0.08%
-24.2%
Q2 2021$487,000
+5.4%
6,2490.0%0.10%
+5.3%
Q1 2021$462,000
+4.8%
6,2490.0%0.09%
-13.0%
Q4 2020$441,000
-29.9%
6,249
-35.3%
0.11%
-37.2%
Q3 2020$629,000
-29.5%
9,652
-26.8%
0.17%
-23.2%
Q2 2020$892,000
+16.1%
13,192
-0.2%
0.22%
-17.3%
Q1 2020$768,000
-32.9%
13,224
-7.5%
0.27%
-12.3%
Q4 2019$1,144,000
-12.1%
14,298
-1.7%
0.31%
-5.5%
Q3 2019$1,302,000
+6.5%
14,546
-3.3%
0.33%
-0.6%
Q2 2019$1,222,000
-7.9%
15,049
-11.2%
0.33%
-1.2%
Q1 2019$1,327,00016,9460.33%
Other shareholders
WP CAREY INC shareholders Q4 2022
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