Kathmere Capital Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. The put-call ratio across all filers is 0.41 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
Kathmere Capital Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$265,371
-20.0%
4,9070.0%0.04%
-25.0%
Q2 2023$331,517
-30.9%
4,907
-20.8%
0.05%
-34.2%
Q1 2023$479,648
-63.3%
6,193
-61.8%
0.08%
-29.5%
Q4 2022$1,308,424
+69.7%
16,198
+46.6%
0.11%
-27.3%
Q3 2022$771,000
+67.6%
11,050
+99.2%
0.15%
+81.2%
Q2 2022$460,000
+2.7%
5,548
+0.1%
0.08%
+11.8%
Q1 2022$448,000
-1.5%
5,5420.0%0.08%
-3.8%
Q4 2021$455,000
+12.3%
5,5420.0%0.08%
+8.2%
Q3 2021$405,000
-2.2%
5,5420.0%0.07%
-8.8%
Q2 2021$414,000
+1.0%
5,542
-4.3%
0.08%
-1.2%
Q1 2021$410,000
-9.7%
5,794
-9.9%
0.08%
-17.3%
Q4 2020$454,000
+8.4%
6,4340.0%0.10%
-5.8%
Q3 2020$419,000
-7.7%
6,434
-4.2%
0.10%
-21.8%
Q2 2020$454,000
+34.7%
6,716
+15.9%
0.13%
+9.0%
Q1 2020$337,000
-53.3%
5,796
-35.6%
0.12%
-52.5%
Q4 2019$721,0009,0040.26%
Other shareholders
WP CAREY INC shareholders Q2 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