TECTONIC ADVISORS LLC - 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
TECTONIC ADVISORS LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$3,653,267
+4.5%
54,074
+19.8%
0.45%
-5.9%
Q1 2023$3,495,371
+25.0%
45,131
+26.2%
0.48%
+10.4%
Q4 2022$2,795,667
+45.8%
35,773
+30.2%
0.43%
+22.3%
Q3 2022$1,918,000
+6.0%
27,469
+25.7%
0.35%
+6.9%
Q2 2022$1,810,000
+29.1%
21,852
+26.0%
0.33%
+37.3%
Q1 2022$1,402,000
+21.6%
17,345
+23.4%
0.24%
+17.0%
Q4 2021$1,153,000
+116.7%
14,053
+92.9%
0.21%
+98.1%
Q3 2021$532,000
+62.7%
7,285
+66.1%
0.10%
+55.2%
Q2 2021$327,000
+24.3%
4,386
+18.0%
0.07%
+3.1%
Q1 2021$263,0003,7170.06%
Other shareholders
WP CAREY INC shareholders Q3 2023
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