EVERGREEN CAPITAL MANAGEMENT LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 839 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$313,276
-51.7%
4,617
-44.2%
0.01%
-55.2%
Q1 2023$648,868
-0.9%
8,280
+0.0%
0.03%
-6.5%
Q4 2022$654,570
+176.2%
8,279
+143.9%
0.03%
+158.3%
Q3 2022$237,000
-96.5%
3,395
-95.9%
0.01%
-95.6%
Q1 2022$6,718,000
+2524.2%
83,098
+1784.7%
0.27%
+1037.5%
Q1 2020$256,000
-29.9%
4,409
-3.4%
0.02%
-20.0%
Q4 2019$365,000
-19.2%
4,566
-9.5%
0.03%
-28.6%
Q3 2019$452,000
+10.2%
5,0460.0%0.04%
+7.7%
Q2 2019$410,000
+3.8%
5,0460.0%0.04%
-2.5%
Q1 2019$395,000
+19.7%
5,0460.0%0.04%
+14.3%
Q4 2018$330,000
+12.6%
5,046
+10.7%
0.04%
+34.6%
Q3 2018$293,000
-3.0%
4,5570.0%0.03%
-7.1%
Q2 2018$302,000
+6.0%
4,557
-1.0%
0.03%
+3.7%
Q1 2018$285,0004,6010.03%
Other shareholders
WP CAREY INC shareholders Q4 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