IAG Wealth Partners, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. The put-call ratio across all filers is 0.41 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
IAG Wealth Partners, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$157,522
-21.3%
2,913
-1.7%
0.04%
-17.0%
Q2 2023$200,231
-16.5%
2,964
-4.3%
0.05%
-20.9%
Q1 2023$239,766
-16.3%
3,096
-15.5%
0.07%
-20.2%
Q4 2022$286,478
-58.2%
3,666
-62.6%
0.08%
-63.2%
Q3 2022$685,000
+142.0%
9,814
+186.9%
0.23%
+145.2%
Q2 2022$283,000
+65.5%
3,421
+61.5%
0.09%
+72.2%
Q1 2022$171,000
-1.7%
2,1180.0%0.05%
-3.6%
Q4 2021$174,000
+2.4%
2,118
-8.5%
0.06%
-6.7%
Q3 2021$170,000
-7.1%
2,315
-5.3%
0.06%
-9.1%
Q2 2021$183,000
-12.9%
2,445
-17.5%
0.07%
-17.5%
Q1 2021$210,0000.0%2,9640.0%0.08%
-7.0%
Q4 2020$210,000
-2.3%
2,964
-10.1%
0.09%
-13.1%
Q3 2020$215,000
+34.4%
3,297
+40.2%
0.10%
+26.9%
Q2 2020$160,000
+8.8%
2,351
-6.7%
0.08%
-20.4%
Q1 2020$147,000
-36.4%
2,521
-12.5%
0.10%
-35.1%
Q4 2019$231,0002,8820.15%
Other shareholders
WP CAREY INC shareholders Q2 2022
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