DIVIDEND ASSETS CAPITAL, LLC - 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
DIVIDEND ASSETS CAPITAL, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$243
-20.1%
4,5000.0%0.05%
-20.6%
Q2 2023$304
-13.6%
4,5000.0%0.06%
-16.0%
Q1 2023$3520.0%4,5000.0%0.08%0.0%
Q4 2022$352
-99.9%
4,5000.0%0.08%
+4.2%
Q3 2022$314,000
-15.8%
4,5000.0%0.07%
-11.1%
Q2 2022$373,000
+2.5%
4,5000.0%0.08%
+17.4%
Q1 2022$364,000
-1.4%
4,5000.0%0.07%
+1.5%
Q4 2021$369,000
+12.2%
4,5000.0%0.07%
+3.0%
Q3 2021$329,000
+23.7%
4,5000.0%0.07%
+633.3%
Q4 2016$266,000
-8.3%
4,5000.0%0.01%0.0%
Q3 2016$290,000
-7.1%
4,5000.0%0.01%0.0%
Q2 2016$312,000
+11.4%
4,5000.0%0.01%
+12.5%
Q1 2016$280,000
+5.3%
4,5000.0%0.01%
+14.3%
Q4 2015$266,000
+2.3%
4,5000.0%0.01%0.0%
Q3 2015$260,000
-1.9%
4,5000.0%0.01%
+16.7%
Q2 2015$265,000
-13.4%
4,5000.0%0.01%
-14.3%
Q1 2015$306,000
-2.9%
4,5000.0%0.01%0.0%
Q4 2014$315,000
+9.8%
4,5000.0%0.01%0.0%
Q3 2014$287,000
-1.0%
4,5000.0%0.01%
-12.5%
Q2 2014$290,000
+7.4%
4,5000.0%0.01%0.0%
Q1 2014$270,000
-2.2%
4,5000.0%0.01%
-11.1%
Q4 2013$276,000
-5.2%
4,5000.0%0.01%
-18.2%
Q3 2013$291,000
-2.3%
4,5000.0%0.01%
-15.4%
Q2 2013$298,0004,5000.01%
Other shareholders
WP CAREY INC shareholders Q3 2021
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