VALLEY WEALTH MANAGERS, 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
VALLEY WEALTH MANAGERS, INC. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
Q1 2023$69
-100.0%
1
-100.0%
0.00%
-100.0%
Q4 2022$4,195,561
+13.7%
53,686
+1.6%
0.39%
+6.0%
Q3 2022$3,689,000
-15.9%
52,858
-0.2%
0.37%
-10.5%
Q2 2022$4,389,000
+6.7%
52,969
+4.1%
0.41%
+19.5%
Q1 2022$4,114,000
+0.3%
50,894
+1.8%
0.34%
+4.6%
Q4 2021$4,103,000
+12.8%
50,001
+0.4%
0.33%
+3.8%
Q3 2021$3,639,000
-0.9%
49,821
+1.2%
0.32%
+1.9%
Q2 2021$3,672,000
+11.9%
49,216
+6.2%
0.31%
+5.4%
Q1 2021$3,281,000
+17.4%
46,361
+17.1%
0.30%
+8.1%
Q4 2020$2,794,00039,5900.27%
Other shareholders
WP CAREY INC shareholders Q1 2022
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