COZAD ASSET MANAGEMENT INC - 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
COZAD ASSET MANAGEMENT INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$3,031,955
-21.8%
56,064
-2.4%
0.39%
-18.6%
Q2 2023$3,879,566
-12.0%
57,424
+0.8%
0.48%
-17.1%
Q1 2023$4,410,513
+17.9%
56,947
+19.0%
0.58%
+11.0%
Q4 2022$3,740,313
+14.8%
47,861
+2.6%
0.53%
-0.4%
Q3 2022$3,257,000
-18.5%
46,665
-3.2%
0.53%
-15.2%
Q2 2022$3,995,000
+7.2%
48,214
+4.6%
0.62%
+19.3%
Q1 2022$3,728,000
+4.5%
46,113
+6.1%
0.52%
+3.4%
Q4 2021$3,566,000
+12.6%
43,459
+0.2%
0.50%
+2.4%
Q3 2021$3,168,000
-1.7%
43,378
+0.4%
0.49%
-2.6%
Q2 2021$3,224,000
+2.4%
43,208
-2.9%
0.51%
-1.2%
Q1 2021$3,149,000
+4.3%
44,499
+4.0%
0.51%
-5.2%
Q4 2020$3,019,000
+1.8%
42,775
-6.1%
0.54%
-3.6%
Q3 2020$2,967,000
-5.1%
45,530
-1.5%
0.56%
-11.8%
Q2 2020$3,126,000
+20.7%
46,202
+3.6%
0.64%
-29.1%
Q1 2020$2,590,000
-30.6%
44,593
-4.4%
0.90%
-10.0%
Q4 2019$3,732,000
-11.5%
46,632
-1.1%
1.00%
-18.2%
Q3 2019$4,218,000
+10.0%
47,129
-0.3%
1.22%
+9.6%
Q2 2019$3,836,000
+4.3%
47,255
+0.6%
1.11%0.0%
Q1 2019$3,678,000
+21.5%
46,961
+1.3%
1.11%
+6.3%
Q4 2018$3,026,000
+1.9%
46,337
+0.3%
1.04%
+20.3%
Q3 2018$2,971,000
-1.3%
46,205
+1.9%
0.87%
-7.3%
Q2 2018$3,010,00045,3590.94%
Other shareholders
WP CAREY INC shareholders Q1 2022
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