Sonora Investment Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 427 filers reported holding WP CAREY INC in Q1 2018. The put-call ratio across all filers is 0.92 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
Sonora Investment Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2021$2,195,000
+61.3%
30,046
+64.8%
0.28%
+54.5%
Q2 2021$1,361,000
+7.4%
18,235
+1.9%
0.18%
+78.0%
Q1 2021$1,267,000
+12.1%
17,900
+11.8%
0.10%
+6.4%
Q4 2020$1,130,000
+9.0%
16,009
+0.6%
0.09%
-2.1%
Q3 2020$1,037,000
-7.2%
15,919
-3.6%
0.10%
-15.8%
Q2 2020$1,117,000
+10.0%
16,518
-5.5%
0.11%
-5.0%
Q1 2020$1,015,000
+1745.5%
17,473
+2396.1%
0.12%
+1614.3%
Q1 2019$55,000
+19.6%
7000.0%0.01%0.0%
Q4 2018$46,000
+2.2%
7000.0%0.01%
+16.7%
Q3 2018$45,000
+12.5%
700
+16.7%
0.01%0.0%
Q2 2018$40,000
-99.9%
6000.0%0.01%0.0%
Q1 2018$37,194,000
-10.0%
6000.0%0.01%
-14.3%
Q4 2017$41,340,000
+2.2%
6000.0%0.01%0.0%
Q3 2017$40,434,000
-58.0%
600
-61.5%
0.01%
-69.6%
Q1 2016$96,314,000
+104589.1%
1,5600.0%0.02%
-4.2%
Q4 2015$92,000
+4.5%
1,5600.0%0.02%
-11.1%
Q3 2015$88,0001,5600.03%
Other shareholders
WP CAREY INC shareholders Q1 2018
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