CHARLES SCHWAB INVESTMENT MANAGEMENT INC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$126,388,015
-19.5%
2,337,056
+0.6%
0.04%
-20.0%
Q2 2023$157,014,472
-11.0%
2,324,074
+2.0%
0.04%
-16.7%
Q1 2023$176,486,902
+1.2%
2,278,720
+2.1%
0.05%
-3.6%
Q4 2022$174,349,368
+18.0%
2,230,958
+5.4%
0.06%
+5.7%
Q3 2022$147,713,000
-7.3%
2,116,233
+10.1%
0.05%
-3.6%
Q2 2022$159,285,000
+2.9%
1,922,330
+0.3%
0.06%
+17.0%
Q1 2022$154,866,000
+3.8%
1,915,703
+5.4%
0.05%
+6.8%
Q4 2021$149,160,000
+16.0%
1,817,908
+3.3%
0.04%
+4.8%
Q3 2021$128,576,000
+37.2%
1,760,348
+40.2%
0.04%
+35.5%
Q2 2021$93,699,000
+7.7%
1,255,680
+2.1%
0.03%
-3.1%
Q1 2021$87,019,000
+4.0%
1,229,776
+3.8%
0.03%
-3.0%
Q4 2020$83,642,000
+10.1%
1,185,060
+1.6%
0.03%
-5.7%
Q3 2020$75,976,000
-5.8%
1,165,984
-2.2%
0.04%
-10.3%
Q2 2020$80,626,000
+193.3%
1,191,807
+151.8%
0.04%
+143.8%
Q1 2020$27,486,000
-26.1%
473,229
+1.9%
0.02%
-20.0%
Q4 2019$37,189,000
-8.2%
464,629
+2.7%
0.02%
-16.7%
Q3 2019$40,495,000
-36.5%
452,457
-42.4%
0.02%
-38.5%
Q2 2019$63,735,000
+12.5%
785,105
+8.5%
0.04%
+8.3%
Q1 2019$56,654,000
+7.3%
723,267
-10.5%
0.04%
-10.0%
Q4 2018$52,789,000
+41.3%
807,911
+39.1%
0.04%
+60.0%
Q3 2018$37,356,000
+6.1%
580,871
+9.4%
0.02%
-3.8%
Q2 2018$35,221,000
+14.8%
530,827
+7.2%
0.03%
+8.3%
Q1 2018$30,688,000
-3.9%
495,042
+6.8%
0.02%
-4.0%
Q4 2017$31,942,000
+10.0%
463,589
+7.6%
0.02%0.0%
Q3 2017$29,045,000
+10.2%
430,984
+7.9%
0.02%0.0%
Q2 2017$26,364,000
+21.1%
399,391
+14.2%
0.02%
+13.6%
Q1 2017$21,764,000
+23.2%
349,785
+17.0%
0.02%
+15.8%
Q4 2016$17,671,000
-8.3%
299,049
+0.2%
0.02%
-17.4%
Q3 2016$19,268,000
+1.1%
298,586
+8.7%
0.02%
-4.2%
Q2 2016$19,061,000
+24.9%
274,563
+12.0%
0.02%
+20.0%
Q1 2016$15,255,000
+9.2%
245,093
+3.5%
0.02%
+5.3%
Q4 2015$13,975,000
+10.8%
236,862
+8.6%
0.02%0.0%
Q3 2015$12,610,000
+3.1%
218,123
+5.1%
0.02%
+11.8%
Q2 2015$12,228,000
-7.0%
207,457
+7.3%
0.02%
-5.6%
Q1 2015$13,149,000
+8.2%
193,356
+11.6%
0.02%0.0%
Q4 2014$12,148,000
+11.9%
173,295
+1.8%
0.02%0.0%
Q3 2014$10,852,000
+76.0%
170,172
+77.7%
0.02%
+80.0%
Q2 2014$6,167,000
+14.9%
95,750
+7.1%
0.01%0.0%
Q1 2014$5,369,000
+16.2%
89,368
+18.7%
0.01%
+11.1%
Q4 2013$4,619,000
+5.6%
75,284
+12.9%
0.01%0.0%
Q3 2013$4,372,000
+11.4%
66,672
+13.1%
0.01%0.0%
Q2 2013$3,926,00058,9430.01%
Other shareholders
WP CAREY INC shareholders Q1 2022
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