Detalus Advisors, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
Detalus Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$203,828
-22.4%
3,769
-3.1%
0.10%
-18.6%
Q2 2023$262,741
-26.0%
3,889
-15.1%
0.12%
-30.6%
Q1 2023$354,974
-14.3%
4,583
-13.5%
0.17%
-15.8%
Q4 2022$413,981
+11.9%
5,2970.0%0.20%
-9.0%
Q3 2022$370,000
-12.9%
5,297
+3.2%
0.22%
-11.2%
Q2 2022$425,000
-14.3%
5,133
-16.3%
0.25%
-4.2%
Q1 2022$496,000
-1.4%
6,1330.0%0.26%
+8.3%
Q4 2021$503,000
+12.5%
6,133
+0.2%
0.24%
+6.2%
Q3 2021$447,000
-2.2%
6,1180.0%0.23%
-6.6%
Q2 2021$457,000
+5.8%
6,118
+0.3%
0.24%
-4.7%
Q1 2021$432,000
+2.1%
6,098
+1.7%
0.26%
-4.1%
Q4 2020$423,000
+9.3%
5,998
+0.9%
0.27%
-6.0%
Q3 2020$387,000
-13.8%
5,943
-10.5%
0.28%
-18.4%
Q2 2020$449,000
+7.7%
6,640
-7.5%
0.35%
-9.4%
Q1 2020$417,000
-27.2%
7,182
+0.4%
0.38%
-8.4%
Q4 2019$573,0007,1560.42%
Other shareholders
WP CAREY INC shareholders Q4 2021
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders