Ayrshire Capital Management 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
Ayrshire Capital Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$585,875
-7.2%
8,408
+3.2%
0.37%
-13.9%
Q1 2023$631,064
-2.9%
8,148
-2.1%
0.43%
-5.3%
Q4 2022$650,125
+16.5%
8,319
+4.1%
0.46%
+9.6%
Q3 2022$558,000
-3.6%
7,993
+14.4%
0.42%
+1.5%
Q2 2022$579,000
-12.0%
6,985
-14.2%
0.41%
+5.4%
Q1 2022$658,000
+0.3%
8,139
+1.8%
0.39%
+16.5%
Q4 2021$656,000
+13.9%
7,998
+1.4%
0.33%
+1.8%
Q3 2021$576,000
+0.9%
7,888
+3.1%
0.33%
+1.6%
Q2 2021$571,000
+8.1%
7,651
+2.5%
0.32%
-0.6%
Q1 2021$528,0000.0%7,467
-0.2%
0.32%
-5.0%
Q4 2020$528,000
+12.1%
7,483
+3.5%
0.34%
-1.2%
Q3 2020$471,000
-2.9%
7,227
+0.8%
0.34%
-14.8%
Q2 2020$485,000
+9.7%
7,167
-5.9%
0.40%
-9.0%
Q1 2020$442,000
-20.4%
7,613
+9.8%
0.44%
-3.3%
Q4 2019$555,0006,9330.46%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders