Austin Private Wealth, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 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
Austin Private Wealth, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$426,421
-30.2%
7,885
-12.8%
0.06%
-29.5%
Q2 2023$610,675
-45.5%
9,039
-37.6%
0.09%
-50.8%
Q1 2023$1,121,244
-6.1%
14,477
-5.2%
0.18%
-14.4%
Q4 2022$1,193,976
-17.7%
15,278
-26.5%
0.21%
-31.5%
Q3 2022$1,451,000
+295.4%
20,793
+369.7%
0.30%
+276.5%
Q2 2022$367,000
+3.4%
4,427
+0.9%
0.08%
+14.1%
Q1 2022$355,000
-6.3%
4,388
-4.9%
0.07%
-6.6%
Q4 2021$379,000
+12.5%
4,6160.0%0.08%
+7.0%
Q3 2021$337,000
-0.6%
4,616
+1.5%
0.07%
-9.0%
Q2 2021$339,000
+6.3%
4,546
+0.7%
0.08%
-7.1%
Q1 2021$319,000
+0.6%
4,513
+0.4%
0.08%
-8.7%
Q4 2020$317,000
+36.1%
4,496
+25.6%
0.09%
+5.7%
Q3 2020$233,000
-50.5%
3,581
-48.5%
0.09%
-57.6%
Q2 2020$471,000
+16.6%
6,9590.0%0.20%
-16.0%
Q1 2020$404,000
-34.2%
6,959
-9.3%
0.24%
-23.8%
Q4 2019$614,0007,6720.32%
Other shareholders
WP CAREY INC shareholders Q3 2023
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