DIMENSIONAL FUND ADVISORS LP - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 595 filers reported holding WP CAREY INC in Q3 2020. The put-call ratio across all filers is 0.81 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
DIMENSIONAL FUND ADVISORS LP ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$161,925,086
-17.8%
2,994,115
+2.7%
0.05%
-15.9%
Q2 2023$196,893,510
-11.0%
2,914,341
+2.0%
0.06%
-16.0%
Q1 2023$221,293,072
+102761.0%
2,857,252
+3.8%
0.08%
+17.2%
Q4 2022$215,138
-99.9%
2,752,880
+7.6%
0.06%
-7.2%
Q3 2022$178,643,000
-16.2%
2,559,415
-0.5%
0.07%
-9.2%
Q2 2022$213,052,000
+3.5%
2,571,202
+1.0%
0.08%
+20.6%
Q1 2022$205,874,000
-0.8%
2,546,592
+0.7%
0.06%0.0%
Q4 2021$207,494,000
+10.7%
2,528,883
-1.4%
0.06%
+5.0%
Q3 2021$187,382,000
+0.2%
2,565,395
+2.3%
0.06%
+1.7%
Q2 2021$187,081,000
+7.0%
2,507,071
+1.4%
0.06%
+1.7%
Q1 2021$174,904,000
-0.2%
2,471,795
-0.5%
0.06%
-7.9%
Q4 2020$175,302,000
+6.7%
2,483,786
-1.5%
0.06%
-10.0%
Q3 2020$164,303,000
-5.2%
2,521,565
-1.5%
0.07%
-7.9%
Q2 2020$173,249,000
+17.8%
2,561,040
+1.1%
0.08%
-1.3%
Q1 2020$147,079,000
-27.8%
2,532,213
-0.5%
0.08%
+4.1%
Q4 2019$203,778,000
-7.9%
2,546,033
+3.0%
0.07%
-14.0%
Q3 2019$221,339,000
+16.5%
2,473,022
+5.7%
0.09%
+16.2%
Q2 2019$189,958,000
+11.0%
2,339,939
+7.1%
0.07%
+8.8%
Q1 2019$171,137,000
+40.6%
2,184,809
+17.3%
0.07%
+23.6%
Q4 2018$121,714,000
+18.5%
1,862,771
+16.7%
0.06%
+41.0%
Q3 2018$102,669,000
-2.3%
1,596,483
+0.8%
0.04%
-7.1%
Q2 2018$105,101,000
+10.2%
1,584,041
+3.0%
0.04%
+5.0%
Q1 2018$95,347,000
-6.6%
1,538,101
+3.8%
0.04%
-4.8%
Q4 2017$102,121,000
+5.3%
1,482,143
+3.0%
0.04%0.0%
Q3 2017$96,948,000
+5.3%
1,438,563
+3.1%
0.04%
-2.3%
Q2 2017$92,104,000
+10.2%
1,395,304
+3.8%
0.04%
+7.5%
Q1 2017$83,606,000
+7.0%
1,343,732
+1.6%
0.04%
+2.6%
Q4 2016$78,146,000
-6.1%
1,322,508
+2.6%
0.04%
-13.3%
Q3 2016$83,188,000
-6.2%
1,289,096
+0.9%
0.04%
-11.8%
Q2 2016$88,671,000
+13.0%
1,277,323
+1.3%
0.05%
+8.5%
Q1 2016$78,489,000
+8.3%
1,261,104
+2.6%
0.05%
+4.4%
Q4 2015$72,487,000
+16.9%
1,228,573
+14.5%
0.04%
+9.8%
Q3 2015$62,034,000
+21.9%
1,073,086
+24.3%
0.04%
+32.3%
Q2 2015$50,897,000
+14.3%
863,542
+31.8%
0.03%
+10.7%
Q1 2015$44,544,000
+8.2%
655,067
+11.5%
0.03%
+3.7%
Q4 2014$41,187,000
+32.5%
587,500
+20.6%
0.03%
+22.7%
Q3 2014$31,079,000
+34.6%
487,342
+35.9%
0.02%
+37.5%
Q2 2014$23,088,000
+65.9%
358,516
+54.7%
0.02%
+60.0%
Q1 2014$13,920,000
+175.4%
231,737
+181.3%
0.01%
+150.0%
Q4 2013$5,055,000
+80.9%
82,386
+90.9%
0.00%
+100.0%
Q3 2013$2,794,00043,1600.00%
Other shareholders
WP CAREY INC shareholders Q3 2020
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