Oak Harvest Investment Services - 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
Oak Harvest Investment Services ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$3,953,066
-36.9%
58,512
-27.6%
0.89%
-38.6%
Q1 2023$6,261,217
+1.1%
80,842
+2.0%
1.44%
-10.4%
Q4 2022$6,192,641
+18.5%
79,240
+5.8%
1.61%
+15.6%
Q3 2022$5,226,000
-18.1%
74,871
-2.7%
1.39%
-18.9%
Q2 2022$6,378,000
+15.7%
76,975
+12.9%
1.72%
+25.9%
Q1 2022$5,513,000
+319.2%
68,191
+325.4%
1.36%
+318.7%
Q4 2021$1,315,000
+7.3%
16,029
-4.4%
0.33%
-8.7%
Q3 2021$1,225,000
-2.2%
16,772
-0.2%
0.36%
-13.6%
Q2 2021$1,253,000
+5.2%
16,798
-0.2%
0.41%
-9.4%
Q1 2021$1,191,000
+1.8%
16,827
+1.5%
0.46%
-9.2%
Q4 2020$1,170,00016,5750.50%
Other shareholders
WP CAREY INC shareholders Q1 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