STIFEL FINANCIAL CORP - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
STIFEL FINANCIAL CORP ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$5,435,838
-21.0%
100,515
-1.4%
0.01%
-11.1%
Q2 2023$6,885,144
-11.0%
101,910
+2.1%
0.01%
-18.2%
Q1 2023$7,733,855
-41.2%
99,855
-40.6%
0.01%
-45.0%
Q4 2022$13,142,737
+13.7%
168,173
+1.6%
0.02%
+5.3%
Q3 2022$11,557,000
-16.0%
165,579
-0.3%
0.02%
-13.6%
Q2 2022$13,764,000
+86.9%
166,105
+82.3%
0.02%
+120.0%
Q1 2022$7,364,000
+1.8%
91,096
+3.4%
0.01%0.0%
Q4 2021$7,231,000
+13.6%
88,118
+1.1%
0.01%
+11.1%
Q3 2021$6,364,000
+0.3%
87,133
+2.5%
0.01%0.0%
Q2 2021$6,345,000
+430.1%
85,035
+402.7%
0.01%
+350.0%
Q1 2021$1,197,000
+3.8%
16,914
+3.6%
0.00%0.0%
Q4 2020$1,153,000
+3.9%
16,333
-4.1%
0.00%0.0%
Q3 2020$1,110,000
-8.0%
17,035
-4.5%
0.00%
-33.3%
Q2 2020$1,207,000
-13.4%
17,843
-25.5%
0.00%
-25.0%
Q1 2020$1,394,000
-23.3%
23,964
+5.7%
0.00%0.0%
Q4 2019$1,818,000
-11.0%
22,681
-0.8%
0.00%
-20.0%
Q3 2019$2,043,000
+33.8%
22,870
+21.3%
0.01%
+25.0%
Q2 2019$1,527,000
-4.4%
18,856
-7.4%
0.00%
-20.0%
Q1 2019$1,597,000
-39.8%
20,354
-49.8%
0.01%
-44.4%
Q4 2018$2,654,000
+31.1%
40,553
+28.4%
0.01%
+50.0%
Q3 2018$2,025,000
-5.6%
31,584
-1.8%
0.01%
-14.3%
Q2 2018$2,145,000
+16.3%
32,147
+7.5%
0.01%
+16.7%
Q1 2018$1,845,000
-11.8%
29,913
-1.4%
0.01%
-14.3%
Q4 2017$2,091,000
+0.7%
30,351
-1.5%
0.01%0.0%
Q3 2017$2,077,000
-27.3%
30,803
-29.0%
0.01%
-36.4%
Q2 2017$2,857,000
+7.0%
43,383
+0.9%
0.01%
+10.0%
Q1 2017$2,669,000
+11.1%
43,010
+6.0%
0.01%0.0%
Q4 2016$2,403,000
-8.0%
40,568
+0.1%
0.01%
-16.7%
Q3 2016$2,612,000
-14.7%
40,533
-8.1%
0.01%
-14.3%
Q2 2016$3,061,000
+25.8%
44,095
+12.8%
0.01%
+7.7%
Q1 2016$2,434,000
+3.7%
39,103
-1.7%
0.01%
+8.3%
Q4 2015$2,348,000
-0.8%
39,796
-2.8%
0.01%
-7.7%
Q3 2015$2,366,000
-52.2%
40,931
-51.3%
0.01%0.0%
Q2 2015$4,952,000
+63.2%
84,088
+88.4%
0.01%
-23.5%
Q1 2015$3,035,000
-0.8%
44,622
+2.2%
0.02%0.0%
Q4 2014$3,059,000
+0.1%
43,649
-8.9%
0.02%
-37.0%
Q3 2014$3,056,000
+4.2%
47,926
+5.2%
0.03%
+3.8%
Q2 2014$2,934,000
+18.0%
45,563
+10.1%
0.03%
+8.3%
Q1 2014$2,487,00041,3940.02%
Other shareholders
WP CAREY INC shareholders Q3 2021
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders