FMR 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
FMR LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$14,212,703
-18.5%
262,809
+1.8%
0.00%0.0%
Q2 2023$17,438,821
+23.3%
258,124
+41.3%
0.00%0.0%
Q1 2023$14,148,856
+128.7%
182,684
+130.7%
0.00%0.0%
Q4 2022$6,187,696
-4.5%
79,177
-14.7%
0.00%0.0%
Q3 2022$6,481,000
-18.0%
92,857
-2.6%
0.00%0.0%
Q2 2022$7,904,000
+44.9%
95,380
+41.3%
0.00%
Q1 2022$5,456,000
+1.7%
67,495
+3.2%
0.00%
Q4 2021$5,365,000
+5.8%
65,388
-5.8%
0.00%
Q3 2021$5,072,000
-4.5%
69,442
-2.5%
0.00%
Q2 2021$5,312,000
-1.0%
71,192
-6.1%
0.00%
Q1 2021$5,365,000
-13.1%
75,815
-13.3%
0.00%
-100.0%
Q4 2020$6,174,000
+1.9%
87,476
-5.9%
0.00%0.0%
Q3 2020$6,057,000
-1.2%
92,950
+2.6%
0.00%0.0%
Q2 2020$6,131,000
+45.8%
90,635
+25.2%
0.00%0.0%
Q1 2020$4,204,000
+328.1%
72,374
+489.6%
0.00%
Q4 2019$982,000
-3.2%
12,275
+8.3%
0.00%
Q3 2019$1,014,000
+571.5%
11,334
+507.1%
0.00%
Q2 2019$151,000
-98.5%
1,867
-98.6%
0.00%
-100.0%
Q1 2019$10,388,000
-72.4%
132,629
-76.9%
0.00%
-80.0%
Q4 2018$37,592,000
-41.2%
575,329
-42.1%
0.01%
-28.6%
Q3 2018$63,891,000
-21.9%
993,483
-19.4%
0.01%
-22.2%
Q2 2018$81,782,000
-20.9%
1,232,585
-26.1%
0.01%
-25.0%
Q1 2018$103,374,000
-24.9%
1,667,580
-16.5%
0.01%
-25.0%
Q4 2017$137,681,000
-17.1%
1,998,273
-18.9%
0.02%
-20.0%
Q3 2017$166,092,000
-8.8%
2,464,633
-10.6%
0.02%
-13.0%
Q2 2017$182,032,000
-7.5%
2,757,637
-12.8%
0.02%
-8.0%
Q1 2017$196,803,000
-7.9%
3,163,016
-12.5%
0.02%
-13.8%
Q4 2016$213,664,000
-19.9%
3,615,903
-12.5%
0.03%
-19.4%
Q3 2016$266,774,000
-10.2%
4,134,113
-3.4%
0.04%
-12.2%
Q2 2016$297,210,000
-10.3%
4,281,316
-19.5%
0.04%
-10.9%
Q1 2016$331,191,000
+15.1%
5,321,194
+9.1%
0.05%
+17.9%
Q4 2015$287,849,000
+11.1%
4,878,797
+8.9%
0.04%
+5.4%
Q3 2015$259,103,000
-0.7%
4,481,970
+1.2%
0.04%
+12.1%
Q2 2015$261,034,000
-21.4%
4,428,805
-9.3%
0.03%
-21.4%
Q1 2015$331,979,000
-5.7%
4,882,042
-2.8%
0.04%
-8.7%
Q4 2014$351,944,000
+13.9%
5,020,587
+3.7%
0.05%
+9.5%
Q3 2014$308,880,000
+17.0%
4,843,653
+18.1%
0.04%
+20.0%
Q2 2014$264,102,000
+35.0%
4,100,953
+26.0%
0.04%
+29.6%
Q1 2014$195,571,000
+82.1%
3,255,716
+85.9%
0.03%
+80.0%
Q4 2013$107,418,000
+4.0%
1,750,916
+9.7%
0.02%
-6.2%
Q3 2013$103,252,000
+131.5%
1,595,862
+136.7%
0.02%
+128.6%
Q2 2013$44,604,000674,0850.01%
Other shareholders
WP CAREY INC shareholders Q3 2023
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