Adams Wealth Management - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
Adams Wealth Management ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$639,961
-17.3%
11,834
+3.3%
0.22%
-10.3%
Q2 2023$773,630
-8.2%
11,451
+5.2%
0.24%
-11.0%
Q1 2023$842,811
+12.4%
10,882
+13.4%
0.27%
+2.6%
Q4 2022$750,084
+25.6%
9,598
+12.3%
0.26%
+18.8%
Q3 2022$597,000
-22.0%
8,548
-7.4%
0.22%
-23.1%
Q2 2022$765,000
-0.3%
9,228
-2.8%
0.29%
+15.5%
Q1 2022$767,000
-4.6%
9,492
-3.2%
0.25%
+6.4%
Q4 2021$804,000
+4.6%
9,803
-6.8%
0.24%
-18.9%
Q3 2021$769,000
-14.9%
10,523
-13.2%
0.29%
-24.4%
Q2 2021$904,000
+3.6%
12,121
-1.7%
0.38%
-4.2%
Q1 2021$873,000
+8.0%
12,333
+7.7%
0.40%
-20.9%
Q4 2020$808,000
+4.5%
11,454
-3.5%
0.51%
-15.6%
Q3 2020$773,000
-7.1%
11,867
-3.5%
0.60%
-29.3%
Q2 2020$832,000
+0.2%
12,299
-13.9%
0.85%
-18.4%
Q1 2020$830,000
-35.7%
14,289
-11.4%
1.04%
-4.2%
Q4 2019$1,291,00016,1261.09%
Other shareholders
WP CAREY INC shareholders Q1 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