OPPENHEIMER & CO INC - 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
OPPENHEIMER & CO INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$499,591
+17.0%
9,238
+46.2%
0.01%
+11.1%
Q2 2023$426,979
+62.7%
6,320
+86.5%
0.01%
+50.0%
Q1 2023$262,401
-0.8%
3,388
+0.1%
0.01%0.0%
Q4 2022$264,538
-25.7%
3,385
-33.7%
0.01%
-25.0%
Q3 2022$356,000
-17.6%
5,104
-2.1%
0.01%
-11.1%
Q2 2022$432,000
-33.6%
5,212
-35.3%
0.01%
-25.0%
Q1 2022$651,000
+4.5%
8,055
+6.1%
0.01%
+9.1%
Q4 2021$623,000
-60.4%
7,594
-64.7%
0.01%
-62.1%
Q3 2021$1,573,000
+102.4%
21,539
+106.9%
0.03%
+107.1%
Q2 2021$777,000
+4.9%
10,408
-0.6%
0.01%
-6.7%
Q1 2021$741,000
+3.3%
10,474
+3.2%
0.02%0.0%
Q4 2020$717,000
+228.9%
10,154
+215.4%
0.02%
+150.0%
Q2 2020$218,000
-59.3%
3,219
-51.9%
0.01%
-53.8%
Q4 2019$536,000
+88.1%
6,693
+109.9%
0.01%
+62.5%
Q3 2019$285,000
+10.0%
3,189
+0.1%
0.01%
+14.3%
Q2 2019$259,000
-21.0%
3,185
-24.0%
0.01%
-22.2%
Q1 2019$328,000
+20.1%
4,189
+0.1%
0.01%0.0%
Q4 2018$273,000
+1.5%
4,183
+0.2%
0.01%
+28.6%
Q3 2018$269,000
-2.9%
4,176
+0.1%
0.01%
-12.5%
Q2 2018$277,000
+7.4%
4,170
+0.2%
0.01%
+14.3%
Q1 2018$258,000
+18.3%
4,163
+31.9%
0.01%
+16.7%
Q4 2017$218,000
-22.1%
3,157
-23.9%
0.01%
-14.3%
Q3 2017$280,000
+34.6%
4,151
+32.0%
0.01%
+16.7%
Q2 2017$208,0000.0%3,145
-0.1%
0.01%
-25.0%
Q2 2013$208,0003,1490.01%
Other shareholders
WP CAREY INC shareholders Q3 2023
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