BAHL & GAYNOR INC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 595 filers reported holding WP CAREY INC in Q3 2020. The put-call ratio across all filers is 0.81 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
BAHL & GAYNOR INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,717,364
-36.1%
31,756
-20.2%
0.01%
-31.2%
Q2 2023$2,688,483
-13.5%
39,794
-0.9%
0.02%
-5.9%
Q1 2023$3,109,153
-0.9%
40,1440.0%0.02%
-15.0%
Q4 2022$3,137,254
+9.7%
40,144
-2.0%
0.02%
+5.3%
Q3 2022$2,859,000
-16.3%
40,953
-0.7%
0.02%
-13.6%
Q2 2022$3,416,000
+2.0%
41,228
-0.5%
0.02%
-12.0%
Q1 2022$3,349,000
-2.8%
41,428
-1.3%
0.02%
+31.6%
Q4 2021$3,444,000
+12.0%
41,978
-0.3%
0.02%0.0%
Q3 2021$3,075,000
-4.5%
42,103
-2.5%
0.02%
-5.0%
Q2 2021$3,221,000
+4.9%
43,170
-0.6%
0.02%
+5.3%
Q1 2021$3,072,000
-0.5%
43,420
-0.7%
0.02%
-5.0%
Q4 2020$3,086,000
+5.9%
43,720
-2.3%
0.02%
-4.8%
Q3 2020$2,915,000
-2.0%
44,730
+1.7%
0.02%
-4.5%
Q2 2020$2,975,000
+15.5%
43,980
-0.8%
0.02%0.0%
Q1 2020$2,575,000
-34.1%
44,341
-9.2%
0.02%
-18.5%
Q4 2019$3,909,000
-11.0%
48,842
-0.5%
0.03%
-15.6%
Q3 2019$4,393,000
+8.2%
49,085
-1.8%
0.03%
+6.7%
Q2 2019$4,060,000
-38.0%
50,010
-40.2%
0.03%
-50.0%
Q1 2019$6,546,000
+34.9%
83,570
+12.5%
0.06%
+15.4%
Q4 2018$4,854,000
+14.6%
74,291
+12.8%
0.05%
-3.7%
Q3 2018$4,237,000
-10.7%
65,874
-7.9%
0.05%
+8.0%
Q2 2018$4,747,000
+2.9%
71,548
-3.8%
0.05%
-2.0%
Q1 2018$4,611,000
-23.9%
74,377
-15.4%
0.05%
-17.7%
Q4 2017$6,061,000
+8.1%
87,966
+5.7%
0.06%
+1.6%
Q3 2017$5,608,000
+4.5%
83,210
+2.3%
0.06%0.0%
Q2 2017$5,367,000
+8.4%
81,307
+2.1%
0.06%
+7.0%
Q1 2017$4,953,000
+9.3%
79,602
+3.8%
0.06%
+3.6%
Q4 2016$4,533,000
-6.7%
76,712
+1.9%
0.06%
-6.8%
Q3 2016$4,859,000
-5.7%
75,297
+1.4%
0.06%
-11.9%
Q2 2016$5,153,000
+10.9%
74,227
-0.5%
0.07%
+8.1%
Q1 2016$4,645,000
+11.4%
74,637
+5.6%
0.06%
+8.8%
Q4 2015$4,171,000
+2.5%
70,689
+0.4%
0.06%
-1.7%
Q3 2015$4,069,000
+3.6%
70,391
+5.6%
0.06%
+9.4%
Q2 2015$3,927,000
-15.6%
66,627
-2.6%
0.05%
-15.9%
Q1 2015$4,651,000
+12.5%
68,397
+15.9%
0.06%
+8.6%
Q4 2014$4,136,000
+34.0%
59,008
+21.9%
0.06%
+26.1%
Q3 2014$3,087,000
+16.4%
48,405
+17.6%
0.05%
+15.0%
Q2 2014$2,652,000
+283.8%
41,175
+258.0%
0.04%
+263.6%
Q1 2014$691,000
+44.3%
11,500
+47.4%
0.01%
+37.5%
Q4 2013$479,000
+55.0%
7,800
+63.4%
0.01%
+33.3%
Q3 2013$309,000
+9.2%
4,775
+11.7%
0.01%
+20.0%
Q2 2013$283,0004,2750.01%
Other shareholders
WP CAREY INC shareholders Q3 2020
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders