JPMORGAN CHASE & CO - 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
JPMORGAN CHASE & CO ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$289,351,549
-31.0%
5,350,435
-13.7%
0.03%
-30.4%
Q2 2023$419,094,964
-17.5%
6,203,300
-5.4%
0.05%
-25.8%
Q1 2023$507,966,175
+144658.5%
6,558,610
+46.1%
0.06%
+34.8%
Q4 2022$350,906
-99.9%
4,490,152
-37.9%
0.05%
-36.1%
Q3 2022$504,828,000
-10.4%
7,232,487
+6.4%
0.07%
-7.7%
Q2 2022$563,389,000
+41.4%
6,799,295
+37.9%
0.08%
+62.5%
Q1 2022$398,568,000
-0.5%
4,930,341
+1.0%
0.05%
+4.3%
Q4 2021$400,372,000
+12.4%
4,879,613
+0.1%
0.05%
+4.5%
Q3 2021$356,164,000
+1.5%
4,876,271
+3.7%
0.04%
+4.8%
Q2 2021$350,902,000
+25.9%
4,702,498
+19.4%
0.04%
+13.5%
Q1 2021$278,714,000
-31.5%
3,938,855
-31.7%
0.04%
-38.3%
Q4 2020$406,749,000
+16.9%
5,762,947
+7.9%
0.06%
+3.4%
Q3 2020$347,929,000
-4.0%
5,342,057
-0.3%
0.06%
-17.1%
Q2 2020$362,301,000
+72.6%
5,355,512
+48.2%
0.07%
+42.9%
Q1 2020$209,906,000
-27.6%
3,614,100
-0.2%
0.05%
-9.3%
Q4 2019$289,877,000
-30.4%
3,621,641
-22.2%
0.05%
-34.9%
Q3 2019$416,658,000
+7.7%
4,655,367
-2.0%
0.08%
+9.2%
Q2 2019$386,964,000
+25.4%
4,752,681
+20.7%
0.08%
+20.6%
Q1 2019$308,529,000
+144.8%
3,938,835
+104.2%
0.06%
+117.2%
Q4 2018$126,032,000
+229.4%
1,928,855
+224.2%
0.03%
+314.3%
Q3 2018$38,262,000
+19.0%
594,962
+22.8%
0.01%0.0%
Q2 2018$32,154,000
+63.6%
484,599
+52.8%
0.01%
+75.0%
Q1 2018$19,659,000
-9.4%
317,129
+0.7%
0.00%
-20.0%
Q4 2017$21,694,000
-19.7%
314,875
-20.1%
0.01%
-16.7%
Q3 2017$27,026,000
+42.2%
394,251
+37.0%
0.01%
+50.0%
Q2 2017$19,001,000
-0.1%
287,841
-5.8%
0.00%0.0%
Q1 2017$19,015,000
+12.5%
305,597
+6.8%
0.00%0.0%
Q4 2016$16,908,000
-34.8%
286,141
-28.7%
0.00%
-33.3%
Q3 2016$25,916,000
-16.1%
401,594
-9.8%
0.01%
-25.0%
Q2 2016$30,906,000
+27.0%
445,195
+13.9%
0.01%
+33.3%
Q1 2016$24,338,000
-4.4%
391,028
-9.4%
0.01%0.0%
Q4 2015$25,461,000
+272.0%
431,508
+264.5%
0.01%
+200.0%
Q3 2015$6,845,000
+80.8%
118,390
+84.3%
0.00%
+100.0%
Q2 2015$3,785,000
-13.4%
64,226
-0.1%
0.00%0.0%
Q1 2015$4,371,000
+15.9%
64,291
+19.5%
0.00%0.0%
Q4 2014$3,772,000
+2.3%
53,806
-6.9%
0.00%0.0%
Q3 2014$3,686,000
-44.4%
57,797
-43.8%
0.00%
-50.0%
Q2 2014$6,625,000
+6.1%
102,870
-1.0%
0.00%0.0%
Q1 2014$6,242,000
+25.2%
103,923
+27.9%
0.00%
+100.0%
Q4 2013$4,985,000
-38.5%
81,249
-35.1%
0.00%
-50.0%
Q3 2013$8,104,000
-61.3%
125,251
-60.4%
0.00%
-71.4%
Q2 2013$20,948,000316,5840.01%
Other shareholders
WP CAREY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders