Kingsview Wealth Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
Kingsview Wealth Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$280,621
-5.3%
5,189
+18.3%
0.01%
-16.7%
Q2 2023$296,232
-29.0%
4,385
-18.6%
0.01%
-33.3%
Q1 2023$417,332
+45.3%
5,388
+46.6%
0.02%
+50.0%
Q4 2022$287,311
-4.2%
3,676
-14.4%
0.01%
-14.3%
Q3 2022$300,000
-13.3%
4,292
+2.9%
0.01%
-17.6%
Q2 2022$346,000
+38.4%
4,171
+37.0%
0.02%
+70.0%
Q4 2021$250,000
+15.2%
3,045
+2.6%
0.01%0.0%
Q3 2021$217,000
-18.1%
2,968
-16.4%
0.01%
-23.1%
Q2 2021$265,000
+5.2%
3,549
+2.0%
0.01%
-7.1%
Q1 2021$252,000
-12.2%
3,480
-14.5%
0.01%
-33.3%
Q4 2020$287,000
+8.3%
4,068
+0.1%
0.02%
-12.5%
Q3 2020$265,000
-12.5%
4,064
-9.3%
0.02%
-20.0%
Q2 2020$303,000
+3.1%
4,483
-11.5%
0.03%
-25.0%
Q1 2020$294,000
-22.8%
5,063
+6.5%
0.04%
-16.7%
Q4 2019$381,000
+9.2%
4,755
+22.0%
0.05%
-12.7%
Q3 2019$349,000
+23.3%
3,898
+11.7%
0.06%
+17.0%
Q2 2019$283,000
-23.3%
3,490
-25.9%
0.05%
-16.1%
Q1 2019$369,000
+1.1%
4,707
-15.8%
0.06%
-30.0%
Q4 2018$365,0005,5870.08%
Other shareholders
WP CAREY INC shareholders Q3 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