HM PAYSON & CO - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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
HM PAYSON & CO ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$220,971
-20.0%
4,0860.0%0.01%
-16.7%
Q2 2023$276,051
+5.3%
4,086
+20.7%
0.01%0.0%
Q1 2023$262,246
-11.6%
3,386
-10.8%
0.01%
-14.3%
Q4 2022$296,657
+11.9%
3,7960.0%0.01%0.0%
Q3 2022$265,000
-15.9%
3,7960.0%0.01%
-12.5%
Q2 2022$315,000
+2.6%
3,7960.0%0.01%
+14.3%
Q1 2022$307,000
-1.3%
3,7960.0%0.01%0.0%
Q4 2021$311,000
+57.9%
3,796
+40.6%
0.01%
+40.0%
Q3 2021$197,000
-2.0%
2,7000.0%0.01%0.0%
Q2 2021$201,000
+5.2%
2,7000.0%0.01%0.0%
Q1 2021$191,0000.0%2,7000.0%0.01%0.0%
Q4 2020$191,000
+1.1%
2,700
-6.9%
0.01%
-16.7%
Q3 2020$189,000
+26.8%
2,900
+31.8%
0.01%
+20.0%
Q2 2020$149,000
-36.3%
2,200
-45.4%
0.01%
-44.4%
Q1 2020$234,000
-27.6%
4,0300.0%0.01%
-10.0%
Q4 2019$323,000
-10.5%
4,0300.0%0.01%
-23.1%
Q3 2019$361,000
+10.4%
4,0300.0%0.01%
+8.3%
Q2 2019$327,000
+59.5%
4,030
+26.7%
0.01%
+33.3%
Q3 2018$205,000
-7.7%
3,180
-4.8%
0.01%0.0%
Q2 2018$222,000
+7.2%
3,3400.0%0.01%0.0%
Q1 2018$207,000
-10.0%
3,340
+0.2%
0.01%0.0%
Q4 2017$230,000
+7.5%
3,334
+4.8%
0.01%0.0%
Q3 2017$214,000
-34.2%
3,180
-35.3%
0.01%
-40.0%
Q2 2017$325,000
+6.6%
4,9120.0%0.02%
+7.1%
Q1 2017$305,000
+5.2%
4,9120.0%0.01%0.0%
Q4 2016$290,000
-8.5%
4,9120.0%0.01%
-6.7%
Q3 2016$317,000
-7.0%
4,9120.0%0.02%
-11.8%
Q2 2016$341,000
+13.3%
4,912
+1.4%
0.02%
+6.2%
Q1 2016$301,000
+5.2%
4,8420.0%0.02%
+6.7%
Q4 2015$286,000
+2.1%
4,8420.0%0.02%0.0%
Q3 2015$280,000
-1.8%
4,8420.0%0.02%
+7.1%
Q2 2015$285,000
-13.4%
4,8420.0%0.01%
-12.5%
Q1 2015$329,000
-22.4%
4,842
-19.9%
0.02%
-23.8%
Q4 2014$424,000
+57.6%
6,042
+43.4%
0.02%
+50.0%
Q3 2014$269,000
-10.6%
4,212
-9.9%
0.01%
-6.7%
Q2 2014$301,000
+19.0%
4,677
+11.0%
0.02%
+15.4%
Q1 2014$253,000
-1.9%
4,2120.0%0.01%
-7.1%
Q4 2013$258,000
-5.5%
4,2120.0%0.01%
-12.5%
Q3 2013$273,000
-2.2%
4,2120.0%0.02%
-5.9%
Q2 2013$279,0004,2120.02%
Other shareholders
WP CAREY INC shareholders Q3 2021
NameSharesValueWeighting ↓
Vantage Financial Partners Ltd., Inc. 90,093$5,887,0004.30%
Gruss & Co., LLC 50,277$3,285,0004.22%
INSPIRION WEALTH ADVISORS, LLC 117,403$7,671,0003.83%
Rock Point Advisors, LLC 106,692$6,971,0003.58%
Seneca House Advisors 57,889$3,781,0003.56%
New England Investment & Retirement Group, Inc. 86,646$5,661,0003.24%
PRING TURNER CAPITAL GROUP INC 34,090$2,227,0003.14%
Gradient Capital Advisors, LLC 52,226$3,412,0002.95%
RESOURCE AMERICA, INC. 70,000$4,574,0002.82%
RPg Family Wealth Advisory, LLC 42,877$2,801,583,0002.73%
View complete list of WP CAREY INC shareholders