CREATIVE FINANCIAL DESIGNS INC /ADV - 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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$134,057
-19.5%
2,479
+0.5%
0.02%
-20.0%
Q2 2023$166,632
-13.8%
2,466
-1.2%
0.02%
-20.0%
Q1 2023$193,220
-18.2%
2,495
-17.4%
0.02%
-28.6%
Q4 2022$236,129
+12.4%
3,021
+0.4%
0.04%
+2.9%
Q3 2022$210,000
-15.3%
3,010
+0.6%
0.03%
-17.1%
Q2 2022$248,000
+1.2%
2,991
-1.3%
0.04%
+10.8%
Q1 2022$245,000
-22.7%
3,031
-21.4%
0.04%
-22.9%
Q4 2021$317,000
+14.9%
3,858
+2.1%
0.05%
+4.3%
Q3 2021$276,000
+2.2%
3,780
+4.4%
0.05%
-2.1%
Q2 2021$270,000
+8.0%
3,619
+2.3%
0.05%
-4.1%
Q1 2021$250,000
+6.4%
3,537
+6.1%
0.05%
-2.0%
Q4 2020$235,000
+12.4%
3,335
+4.0%
0.05%
-3.8%
Q3 2020$209,000
+48.2%
3,207
+53.4%
0.05%
+20.9%
Q2 2020$141,000
+1914.3%
2,091
+2331.4%
0.04%
+975.0%
Q2 2019$7,000
+250.0%
86
+258.3%
0.00%
+300.0%
Q1 2019$2,000
-95.1%
24
-96.2%
0.00%
-96.7%
Q4 2018$41,000
-54.9%
635
-55.0%
0.03%
-42.3%
Q3 2018$91,000
+658.3%
1,412
+647.1%
0.05%
+550.0%
Q1 2018$12,000
+33.3%
189
+50.0%
0.01%
+33.3%
Q4 2017$9,000
+12.5%
1260.0%0.01%
+20.0%
Q3 2017$8,0000.0%1260.0%0.01%0.0%
Q2 2017$8,0000.0%1260.0%0.01%
-16.7%
Q1 2017$8,000
+14.3%
1260.0%0.01%0.0%
Q4 2016$7,0001260.01%
Other shareholders
WP CAREY INC shareholders Q3 2021
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