XML Financial, 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
XML Financial, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$2,552,687
-25.0%
47,202
-6.4%
0.31%
-22.3%
Q2 2023$3,405,260
-8.1%
50,404
+7.3%
0.39%
-12.6%
Q1 2023$3,705,702
+2.6%
46,984
+1.7%
0.45%
-0.7%
Q4 2022$3,610,325
+35.8%
46,197
+21.3%
0.45%
+23.0%
Q3 2022$2,659,000
-12.1%
38,091
+4.3%
0.37%
-46.1%
Q2 2022$3,025,000
+4.0%
36,506
+1.5%
0.68%
+97.7%
Q1 2022$2,908,000
+6.4%
35,969
+8.0%
0.35%
+5.2%
Q4 2021$2,734,000
+18.7%
33,320
+5.7%
0.33%
+7.2%
Q3 2021$2,303,000
+9.4%
31,532
+11.8%
0.31%
-33.7%
Q2 2021$2,105,000
+11.6%
28,207
+5.8%
0.46%
+0.7%
Q1 2021$1,887,000
+15.2%
26,673
+15.0%
0.46%
+8.2%
Q4 2020$1,638,000
+48.0%
23,201
+36.6%
0.42%
+22.8%
Q3 2020$1,107,000
+158.6%
16,989
+168.2%
0.35%
+132.2%
Q2 2020$428,0006,3340.15%
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