MASSACHUSETTS FINANCIAL SERVICES CO /MA/ - 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
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$123,591,998
-6.2%
2,285,355
+17.2%
0.04%0.0%
Q2 2023$131,790,643
-11.7%
1,950,720
+1.3%
0.04%
-15.7%
Q1 2023$149,170,791
-1.9%
1,926,027
-1.0%
0.05%
-3.8%
Q4 2022$152,089,513
+28.2%
1,946,123
+14.5%
0.05%
+20.5%
Q3 2022$118,646,000
-11.0%
1,699,801
+5.6%
0.04%
-4.3%
Q2 2022$133,324,000
+5.5%
1,609,035
+3.0%
0.05%
+24.3%
Q1 2022$126,329,000
+0.3%
1,562,702
+1.8%
0.04%
+8.8%
Q4 2021$125,896,000
+13.3%
1,534,378
+0.8%
0.03%
+3.0%
Q3 2021$111,164,000
-0.7%
1,521,957
+1.5%
0.03%0.0%
Q2 2021$111,916,000
+2.0%
1,499,813
-3.2%
0.03%
-2.9%
Q1 2021$109,681,000
-39.4%
1,550,042
-39.6%
0.03%
-41.4%
Q4 2020$181,004,000
-1.9%
2,564,533
-9.5%
0.06%
-13.4%
Q3 2020$184,599,000
+0.7%
2,833,019
+4.5%
0.07%
-6.9%
Q2 2020$183,405,000
+21.2%
2,711,095
+4.1%
0.07%0.0%
Q1 2020$151,321,000
-21.3%
2,605,412
+8.4%
0.07%0.0%
Q4 2019$192,392,000
-5.4%
2,403,701
+5.8%
0.07%
-12.2%
Q3 2019$203,348,000
+9.9%
2,272,039
-0.4%
0.08%
+9.3%
Q2 2019$185,096,000
+17.4%
2,280,081
+13.3%
0.08%
+13.6%
Q1 2019$157,699,000
+34.6%
2,013,271
+12.3%
0.07%
+17.9%
Q4 2018$117,136,000
+20.4%
1,792,734
+18.5%
0.06%
+40.0%
Q3 2018$97,263,000
+41.3%
1,512,424
+45.8%
0.04%
+37.9%
Q2 2018$68,844,0001,037,5930.03%
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