Weaver Consulting Group - 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
Weaver Consulting Group ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,889,934
-19.2%
34,947
+0.9%
0.85%
-17.3%
Q2 2023$2,340,076
-11.2%
34,637
+1.8%
1.03%
-14.4%
Q1 2023$2,635,159
-2.5%
34,024
-1.6%
1.21%
-12.5%
Q4 2022$2,702,114
+10.7%
34,576
-1.1%
1.38%
-1.6%
Q3 2022$2,440,000
-14.1%
34,951
+2.0%
1.40%
-11.7%
Q2 2022$2,839,000
-1.5%
34,265
-3.9%
1.59%
+13.5%
Q1 2022$2,883,000
-1.8%
35,665
-0.3%
1.40%
-1.1%
Q4 2021$2,935,000
+14.4%
35,766
+1.8%
1.41%
+1.4%
Q3 2021$2,565,000
+2.0%
35,120
+4.2%
1.39%
-1.6%
Q2 2021$2,514,000
+3.9%
33,693
-1.5%
1.42%
-4.7%
Q1 2021$2,419,000
+3.6%
34,193
+3.3%
1.49%
+2.1%
Q4 2020$2,335,000
+9.6%
33,086
+1.2%
1.46%
+18.8%
Q3 2020$2,130,000
-4.1%
32,686
-0.4%
1.23%
-5.1%
Q2 2020$2,220,000
+16.0%
32,810
-0.4%
1.29%
+3.4%
Q1 2020$1,914,000
-34.1%
32,950
+1.5%
1.25%
-19.7%
Q4 2019$2,905,000
+3.0%
32,461
-0.6%
1.56%
+4.2%
Q3 2019$2,820,000
+0.9%
32,648
-5.1%
1.49%
-2.0%
Q2 2019$2,794,00034,4121.52%
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