First National Bank of Mount Dora, Trust Investment Services - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 587 filers reported holding WP CAREY INC in Q2 2019. The put-call ratio across all filers is 0.38 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
First National Bank of Mount Dora, Trust Investment Services ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2023$674,024
+19.8%
10,4000.0%0.18%
+8.4%
Q3 2023$562,432
-20.0%
10,4000.0%0.17%
-17.0%
Q2 2023$702,624
-12.8%
10,4000.0%0.20%
-18.0%
Q1 2023$805,480
+98975.0%
10,4000.0%0.24%
-9.0%
Q4 2022$813
-99.9%
10,4000.0%0.27%
+4.3%
Q3 2022$726,000
-15.8%
10,4000.0%0.26%
-13.2%
Q2 2022$862,000
+2.5%
10,4000.0%0.30%
+17.0%
Q1 2022$841,000
-1.4%
10,4000.0%0.25%
+0.4%
Q4 2021$853,000
+12.2%
10,4000.0%0.25%
+0.8%
Q3 2021$760,000
-2.1%
10,4000.0%0.25%
-2.0%
Q2 2021$776,000
+5.4%
10,4000.0%0.26%
-0.4%
Q1 2021$736,000
+27.1%
10,400
+26.8%
0.26%
+21.9%
Q4 2020$579,000
+8.4%
8,2000.0%0.21%
-5.0%
Q3 2020$534,000
-3.8%
8,2000.0%0.22%
-12.3%
Q2 2020$555,000
+16.6%
8,2000.0%0.25%0.0%
Q1 2020$476,000
+4.4%
8,200
+43.9%
0.25%
+31.2%
Q4 2019$456,000
-10.6%
5,7000.0%0.19%
-17.6%
Q3 2019$510,000
+10.2%
5,7000.0%0.23%
+9.4%
Q2 2019$463,000
+3.6%
5,7000.0%0.21%
+8.1%
Q1 2019$447,000
+19.8%
5,7000.0%0.20%
+5.9%
Q4 2018$373,000
+3.6%
5,700
+1.8%
0.19%
+20.0%
Q3 2018$360,000
-3.2%
5,6000.0%0.16%
-7.2%
Q2 2018$372,000
+7.2%
5,6000.0%0.17%
+5.0%
Q1 2018$347,000
-10.1%
5,6000.0%0.16%
-6.5%
Q4 2017$386,0005,6000.17%
Other shareholders
WP CAREY INC shareholders Q2 2019
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