MORGAN STANLEY - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. 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
MORGAN STANLEY ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$106,467,937
-15.6%
1,968,711
+5.5%
0.01%
-8.3%
Q2 2023$126,075,057
-18.1%
1,866,119
-6.1%
0.01%
-25.0%
Q1 2023$153,873,444
-2.4%
1,986,743
-1.6%
0.02%
-11.1%
Q4 2022$157,720,773
+22.7%
2,018,179
+9.6%
0.02%0.0%
Q3 2022$128,526,000
-12.1%
1,841,378
+4.3%
0.02%
-5.3%
Q2 2022$146,286,000
+24.3%
1,765,476
+21.2%
0.02%
+18.8%
Q1 2022$117,733,000
+15.2%
1,456,380
+16.9%
0.02%
+23.1%
Q4 2021$102,234,000
+10.8%
1,245,988
-1.4%
0.01%
+8.3%
Q3 2021$92,273,000
+10.0%
1,263,319
+12.4%
0.01%
+9.1%
Q2 2021$83,875,000
+28.8%
1,124,027
+22.1%
0.01%
+10.0%
Q1 2021$65,131,000
+32.8%
920,452
+32.4%
0.01%
+25.0%
Q4 2020$49,062,000
+23.4%
695,125
+14.0%
0.01%0.0%
Q3 2020$39,744,000
-15.9%
609,940
-12.6%
0.01%
-20.0%
Q2 2020$47,232,000
+56.9%
698,175
+34.7%
0.01%
+25.0%
Q1 2020$30,108,000
-30.4%
518,379
-4.1%
0.01%
-20.0%
Q4 2019$43,256,000
-8.5%
540,428
+2.4%
0.01%
-23.1%
Q3 2019$47,254,000
-1.2%
527,967
-10.4%
0.01%0.0%
Q2 2019$47,839,000
+1.0%
589,291
-2.6%
0.01%0.0%
Q1 2019$47,379,000
+37.9%
604,866
+15.0%
0.01%
+30.0%
Q4 2018$34,360,000
+6.9%
525,878
+5.2%
0.01%
+25.0%
Q3 2018$32,150,000
+3.4%
499,916
+6.7%
0.01%0.0%
Q2 2018$31,101,000
-20.2%
468,734
-25.4%
0.01%
-27.3%
Q1 2018$38,961,000
-4.2%
628,504
+6.4%
0.01%0.0%
Q4 2017$40,685,000
+4.3%
590,515
+2.0%
0.01%
-8.3%
Q3 2017$39,009,000
+9.2%
578,832
+7.0%
0.01%
+9.1%
Q2 2017$35,713,000
-46.2%
541,018
-49.3%
0.01%
+10.0%
Q1 2017$66,398,000
-23.4%
1,067,126
-27.3%
0.01%
-28.6%
Q4 2016$86,680,000
+116.9%
1,466,906
+136.9%
0.01%0.0%
Q3 2016$39,964,000
-2.4%
619,299
+5.0%
0.01%
-6.7%
Q2 2016$40,935,000
+17.6%
589,657
+5.4%
0.02%
+15.4%
Q1 2016$34,814,000
+12.2%
559,357
+6.3%
0.01%
+18.2%
Q4 2015$31,041,000
+0.8%
526,118
-1.2%
0.01%0.0%
Q3 2015$30,794,000
-9.1%
532,681
-7.4%
0.01%
-8.3%
Q2 2015$33,894,000
-16.6%
575,053
-3.8%
0.01%
-20.0%
Q1 2015$40,656,000
-41.5%
597,895
-39.6%
0.02%
-40.0%
Q4 2014$69,443,000
+34.8%
990,625
+22.6%
0.02%
+25.0%
Q3 2014$51,516,000
+129.4%
807,840
+131.7%
0.02%
+122.2%
Q2 2014$22,453,000
-0.5%
348,651
-7.2%
0.01%0.0%
Q1 2014$22,565,000
+38.4%
375,644
+41.3%
0.01%
+28.6%
Q4 2013$16,309,000
+4.3%
265,838
+10.0%
0.01%0.0%
Q3 2013$15,635,000
-15.9%
241,658
-14.0%
0.01%
-22.2%
Q2 2013$18,587,000280,8940.01%
Other shareholders
WP CAREY INC shareholders Q2 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