Capital Square, LLC - 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
Capital Square, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,394,042
-21.7%
44,482
-1.7%
3.22%
+14.0%
Q2 2023$3,058,184
+8.3%
45,266
+18.4%
2.83%
+8.3%
Q1 2023$2,824,198
-7.8%
38,242
-2.4%
2.61%
-5.6%
Q4 2022$3,061,749
+8.3%
39,177
-3.2%
2.77%
+7.7%
Q3 2022$2,826,000
-16.8%
40,488
-1.3%
2.57%
-8.9%
Q2 2022$3,398,000
+1.0%
41,018
-1.4%
2.82%
+17.6%
Q1 2022$3,363,000
-5.0%
41,602
-5.4%
2.40%
-1.9%
Q4 2021$3,540,000
+2.5%
43,975
-5.6%
2.44%
-0.1%
Q3 2021$3,453,000
-9.1%
46,583
-3.4%
2.45%
-12.7%
Q2 2021$3,800,000
+14.3%
48,199
+2.3%
2.80%
+13.3%
Q1 2021$3,326,000
-4.4%
47,135
-4.4%
2.48%
-15.0%
Q4 2020$3,479,000
+5.4%
49,303
-2.7%
2.91%
-14.8%
Q3 2020$3,300,000
-2.4%
50,659
+1.4%
3.42%
-5.4%
Q2 2020$3,380,000
+21.2%
49,971
+4.1%
3.62%
+11.2%
Q1 2020$2,788,000
-14.4%
48,008
+18.0%
3.25%
+4.7%
Q4 2019$3,257,00040,7013.10%
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