MONTAG A & ASSOCIATES INC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 630 filers reported holding WP CAREY INC in Q4 2020. The put-call ratio across all filers is 0.77 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
MONTAG A & ASSOCIATES INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$31,437
-19.6%
5700.0%0.00%0.0%
Q2 2023$39,119
-12.6%
5700.0%0.00%
-33.3%
Q1 2023$44,755
-0.9%
5700.0%0.00%0.0%
Q4 2022$45,153
+12.9%
5700.0%0.00%0.0%
Q3 2022$40,000
-16.7%
5700.0%0.00%0.0%
Q2 2022$48,000
+4.3%
5700.0%0.00%
+50.0%
Q1 2022$46,000
-2.1%
5700.0%0.00%0.0%
Q4 2021$47,000
+11.9%
5700.0%0.00%0.0%
Q3 2021$42,000
-2.3%
5700.0%0.00%0.0%
Q2 2021$43,000
+7.5%
5700.0%0.00%0.0%
Q1 2021$40,0000.0%5700.0%0.00%0.0%
Q4 2020$40,0005700.00%
Other shareholders
WP CAREY INC shareholders Q4 2020
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