Horizon Kinetics - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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
Horizon Kinetics ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2018$769,000
+1.7%
11,7620.0%0.02%
+38.9%
Q3 2018$756,000
+0.3%
11,762
+3.5%
0.02%
-5.3%
Q2 2018$754,000
+7.1%
11,3620.0%0.02%
-9.5%
Q1 2018$704,000
-6.8%
11,362
+3.6%
0.02%
-4.5%
Q4 2017$755,000
+2.2%
10,9620.0%0.02%0.0%
Q3 2017$739,000
+2.1%
10,9620.0%0.02%
-8.3%
Q2 2017$724,000
+5.8%
10,962
-0.3%
0.02%
+9.1%
Q1 2017$684,000
+10.3%
10,992
+4.8%
0.02%
+10.0%
Q4 2016$620,000
-8.4%
10,4920.0%0.02%
+5.3%
Q3 2016$677,000
-10.2%
10,492
-3.4%
0.02%0.0%
Q2 2016$754,000
+9.0%
10,858
-2.3%
0.02%
+11.8%
Q1 2016$692,000
+17.3%
11,108
+11.1%
0.02%
+30.8%
Q4 2015$590,000
-1.8%
10,000
-3.8%
0.01%
+18.2%
Q3 2015$601,000
+39.4%
10,400
+42.5%
0.01%
+83.3%
Q2 2015$431,000
-11.3%
7,300
+2.1%
0.01%
-14.3%
Q1 2015$486,000
-24.2%
7,150
-21.9%
0.01%
-22.2%
Q4 2014$641,000
+9.9%
9,1500.0%0.01%
+12.5%
Q3 2014$583,0000.0%9,150
+1.1%
0.01%
+14.3%
Q2 2014$583,000
+70.5%
9,050
+58.8%
0.01%
+75.0%
Q1 2014$342,000
+43.1%
5,700
+54.1%
0.00%
+33.3%
Q3 2013$239,000
-8.4%
3,700
-6.3%
0.00%
-25.0%
Q2 2013$261,0003,9500.00%
Other shareholders
WP CAREY INC shareholders Q3 2023
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