H&H Retirement Design & Management INC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 689 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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
H&H Retirement Design & Management INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$292,043
-21.1%
5,392
+1.5%
0.20%
-17.9%
Q2 2023$370,145
-6.2%
5,312
-2.6%
0.25%
-2.0%
Q1 2023$394,532
-15.7%
5,454
-3.1%
0.25%
-36.5%
Q4 2022$468,066
+22.9%
5,630
+1.2%
0.40%
+10.0%
Q3 2022$381,000
-17.9%
5,561
+4.8%
0.36%
+5.9%
Q2 2022$464,000
+8.2%
5,306
+2.3%
0.34%
+16.1%
Q1 2022$429,000
+9.2%
5,1880.0%0.29%
+17.7%
Q4 2021$393,000
+4.2%
5,188
+2.5%
0.25%
+6.9%
Q3 2021$377,000
-5.5%
5,0590.0%0.23%
-4.9%
Q2 2021$399,000
+8.4%
5,059
+1.3%
0.24%
+10.4%
Q1 2021$368,000
+18.3%
4,993
+4.7%
0.22%
-9.4%
Q3 2020$311,000
-24.1%
4,771
-21.3%
0.24%
-32.8%
Q2 2020$410,000
+18.5%
6,063
+1.7%
0.36%
+10.7%
Q1 2020$346,0005,9630.33%
Other shareholders
WP CAREY INC shareholders Q2 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