Arkadios Wealth Advisors - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. 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
Arkadios Wealth Advisors ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$249,854
-31.5%
3,698
-21.5%
0.03%
-32.6%
Q1 2023$364,891
-47.4%
4,711
-47.0%
0.04%
-53.3%
Q4 2022$694,208
+4.1%
8,883
-7.1%
0.09%
-8.9%
Q3 2022$667,000
+211.7%
9,560
+261.7%
0.10%
+260.7%
Q1 2022$214,000
-38.5%
2,643
-37.8%
0.03%
-39.1%
Q4 2021$348,000
+31.8%
4,246
+17.2%
0.05%
+21.1%
Q3 2021$264,000
-35.8%
3,623
-34.4%
0.04%
-24.0%
Q2 2021$411,000
+17.8%
5,519
+11.8%
0.05%
-12.3%
Q1 2021$349,000
+523.2%
4,936
+518.5%
0.06%
+375.0%
Q4 2020$56,0007980.01%
Other shareholders
WP CAREY INC shareholders Q1 2023
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