ENVESTNET ASSET MANAGEMENT INC - 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
ENVESTNET ASSET MANAGEMENT INC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$34,313,546
-8.0%
634,496
+15.0%
0.02%
-5.9%
Q2 2023$37,285,156
-9.3%
551,882
-69.0%
0.02%
-15.0%
Q1 2023$41,107,099
+2.8%
1,782,450
+248.4%
0.02%
-4.8%
Q4 2022$39,978,458
+16.6%
511,561
+4.2%
0.02%
+5.0%
Q3 2022$34,273,000
+2.2%
491,016
+21.3%
0.02%
+5.3%
Q2 2022$33,529,000
+13.7%
404,650
+10.9%
0.02%
+26.7%
Q1 2022$29,494,000
+7.7%
364,850
+9.3%
0.02%
+7.1%
Q4 2021$27,393,000
+17.7%
333,857
+4.8%
0.01%
+7.7%
Q3 2021$23,273,000
+5.0%
318,630
+7.3%
0.01%0.0%
Q2 2021$22,158,000
+14.3%
296,938
+8.4%
0.01%0.0%
Q1 2021$19,388,000
+66.7%
273,998
+66.3%
0.01%
+44.4%
Q4 2020$11,627,000
+9.5%
164,737
+1.1%
0.01%0.0%
Q3 2020$10,619,000
-0.7%
162,972
+3.1%
0.01%
-10.0%
Q2 2020$10,695,000
+54.2%
158,100
+32.4%
0.01%
+25.0%
Q1 2020$6,935,000
+80.2%
119,401
+148.4%
0.01%
+100.0%
Q4 2019$3,848,000
-15.0%
48,076
-5.0%
0.00%
-20.0%
Q3 2019$4,529,000
+28.5%
50,607
+16.6%
0.01%
+25.0%
Q2 2019$3,524,000
+17.9%
43,406
+13.7%
0.00%0.0%
Q1 2019$2,990,000
+34.3%
38,175
+12.0%
0.00%
+33.3%
Q4 2018$2,226,000
-62.7%
34,071
-63.3%
0.00%
-70.0%
Q3 2018$5,972,000
-7.5%
92,863
-4.6%
0.01%
-33.3%
Q2 2018$6,457,000
+5.7%
97,311
+1.2%
0.02%
-11.8%
Q1 2018$6,107,000
+5075.4%
96,154
+5503.4%
0.02%
Q4 2017$118,000
+18.0%
1,716
+14.5%
0.00%
Q3 2017$100,000
-98.5%
1,499
-98.5%
0.00%
-100.0%
Q2 2017$6,550,000
+9976.9%
99,254
+9370.8%
0.02%
Q1 2017$65,000
-61.5%
1,048
-63.2%
0.00%
-100.0%
Q4 2016$169,000
-97.4%
2,849
-97.1%
0.00%
-96.0%
Q3 2016$6,447,000
+0.8%
99,906
+8.4%
0.02%
-3.8%
Q2 2016$6,398,000
+4.8%
92,170
-6.0%
0.03%0.0%
Q1 2016$6,106,000
+17858.8%
98,098
+18201.9%
0.03%
Q3 2014$34,000
-43.3%
536
-42.5%
0.00%
-100.0%
Q2 2014$60,000
-52.0%
932
-55.1%
0.00%0.0%
Q1 2014$125,000
+2400.0%
2,076
+2463.0%
0.00%
Q4 2013$5,000
-16.7%
81
-6.9%
0.00%
Q3 2013$6,0000.0%87
-9.4%
0.00%
Q2 2013$6,000960.00%
Other shareholders
WP CAREY INC shareholders Q3 2021
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