Adams Wealth Management - 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
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 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