Fisher Asset Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 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
Fisher Asset Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$357,072
-31.4%
6,602
-14.3%
0.00%
Q2 2023$520,527
+3.8%
7,704
+19.0%
0.00%
Q1 2023$501,460
+105470.5%
6,474
+6.5%
0.00%
Q4 2022$475
-99.9%
6,079
-24.7%
0.00%
Q3 2022$564,000
-28.9%
8,073
-15.7%
0.00%
-100.0%
Q2 2022$793,000
+70.9%
9,573
+66.7%
0.00%
Q1 2022$464,000
+2.0%
5,743
+3.5%
0.00%
Q4 2021$455,000
-0.9%
5,549
-11.8%
0.00%
Q3 2021$459,000
+7.5%
6,288
+9.9%
0.00%
Q2 2021$427,000
+2.4%
5,720
-2.9%
0.00%
Q1 2021$417,000
-14.5%
5,888
-14.9%
0.00%
Q4 2020$488,000
-21.4%
6,920
-27.3%
0.00%
-100.0%
Q3 2020$621,000
+61.3%
9,525
+67.5%
0.00%
Q2 2020$385,000
+24.2%
5,685
+6.6%
0.00%
Q1 2020$310,000
-34.7%
5,332
-10.1%
0.00%
Q4 2019$475,000
-4.8%
5,933
+6.4%
0.00%
-100.0%
Q3 2019$499,000
+10.6%
5,578
+0.3%
0.00%
Q2 2019$451,000
-48.5%
5,560
-54.0%
0.00%
-100.0%
Q1 2019$875,000
+143.1%
12,079
+119.3%
0.00%
Q4 2018$360,000
+40.6%
5,508
+38.6%
0.00%
Q3 2018$256,000
-14.4%
3,974
-11.8%
0.00%
Q2 2018$299,000
-11.8%
4,504
-17.7%
0.00%
Q1 2018$339,000
-10.3%
5,474
-0.2%
0.00%
Q4 2017$378,000
-6.2%
5,484
-8.2%
0.00%
-100.0%
Q3 2017$403,000
-11.2%
5,976
-13.1%
0.00%0.0%
Q2 2017$454,000
+46.9%
6,873
+38.2%
0.00%
Q1 2017$309,000
-1.0%
4,973
-5.7%
0.00%
-100.0%
Q4 2016$312,000
-5.7%
5,273
+2.9%
0.00%0.0%
Q3 2016$331,000
-4.6%
5,123
+3.0%
0.00%0.0%
Q2 2016$347,000
+65.2%
4,973
+47.4%
0.00%
Q1 2016$210,000
+4.0%
3,373
-1.5%
0.00%
Q4 2015$202,0003,4250.00%
Other shareholders
WP CAREY INC shareholders Q1 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