San Luis Wealth Advisors LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 785 filers reported holding WP CAREY INC in Q3 2022. The put-call ratio across all filers is 0.61 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
San Luis Wealth Advisors LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$221
-19.9%
4,0860.0%0.11%
+9.3%
Q2 2023$276
-12.7%
4,0860.0%0.10%
-19.8%
Q1 2023$316
-0.9%
4,0860.0%0.12%
-59.3%
Q4 2022$319
-99.9%
4,0860.0%0.30%
-0.3%
Q3 2022$285,000
-15.9%
4,0860.0%0.30%
-23.4%
Q2 2022$339,000
+1.2%
4,0860.0%0.39%
+137.2%
Q1 2022$335,0000.0%4,0860.0%0.16%
-51.9%
Q4 2021$335,000
+12.4%
4,0860.0%0.34%
+105.4%
Q3 2021$298,000
+3.5%
4,0860.0%0.17%
-10.8%
Q4 2020$288,0004,0860.19%
Other shareholders
WP CAREY INC shareholders Q3 2022
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders