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 761 filers reported holding WP CAREY INC in Q2 2024. The put-call ratio across all filers is 0.65 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
H&H Retirement Design & Management INC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$324,644
+5.1%
5,4940.0%0.20%
-2.0%
Q1 2024$308,876
-8.4%
5,4940.0%0.20%
-3.8%
Q4 2023$337,060
+15.4%
5,494
+1.9%
0.21%
+5.0%
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 2024
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 246,666$22,077,0009.22%
GSI Capital Advisors LLC 104,500$9,353,0005.49%
Seneca House Advisors 52,799$4,726,0004.47%
Gruss & Co., LLC 39,277$3,515,0004.28%
INSPIRION WEALTH ADVISORS, LLC 94,901$8,494,0003.72%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 82,207$7,358,0002.70%
KARPAS STRATEGIES, LLC 73,275$6,558,0002.65%
A. D. Beadell Investment Counsel, Inc. 32,398$2,899,0002.50%
Stellar Capital Management, LLC 40,885$3,659,0002.36%
Rench Wealth Management, Inc. 38,584$3,453,0002.23%
View complete list of WP CAREY INC shareholders