Monterey Private Wealth, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
Monterey Private Wealth, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$209,290
-22.2%
3,870
-2.8%
0.10%
-19.2%
Q2 2023$269,091
-12.8%
3,9830.0%0.13%
-17.7%
Q1 2023$308,483
-0.9%
3,9830.0%0.16%
-6.0%
Q4 2022$311,271
+17.0%
3,983
+2.9%
0.17%
+5.7%
Q3 2022$266,000
-17.1%
3,8700.0%0.16%
-13.1%
Q2 2022$321,000
+0.9%
3,8700.0%0.18%
+18.8%
Q1 2022$318,0000.0%3,8700.0%0.15%
-2.5%
Q4 2021$318,000
+10.4%
3,8700.0%0.16%
-2.5%
Q3 2021$288,000
-0.3%
3,8700.0%0.16%
-2.4%
Q2 2021$289,000
+1.4%
3,8700.0%0.17%
+5.7%
Q1 2021$285,000
+4.4%
3,8700.0%0.16%0.0%
Q4 2020$273,000
+8.3%
3,8700.0%0.16%
-3.1%
Q3 2020$252,000
-3.8%
3,8700.0%0.16%
-13.4%
Q2 2020$262,000
+16.4%
3,8700.0%0.19%
-2.6%
Q1 2020$225,000
-27.4%
3,8700.0%0.19%
-22.9%
Q4 2019$310,0003,8700.25%
Other shareholders
WP CAREY INC shareholders Q3 2021
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