Evercore Wealth Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 353 filers reported holding WP CAREY INC in Q3 2016. The put-call ratio across all filers is 1.02 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
Evercore Wealth Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2017$55,000
+1.9%
8000.0%0.00%0.0%
Q3 2017$54,000
+1.9%
8000.0%0.00%0.0%
Q2 2017$53,000
-5.4%
800
-11.1%
0.00%0.0%
Q1 2017$56,000
-5.1%
900
-10.0%
0.00%0.0%
Q4 2016$59,000
-9.2%
1,0000.0%0.00%
-33.3%
Q3 2016$65,000
-5.8%
1,0000.0%0.00%0.0%
Q2 2016$69,000
+11.3%
1,0000.0%0.00%0.0%
Q1 2016$62,000
-13.9%
1,000
-17.8%
0.00%0.0%
Q4 2015$72,000
-4.0%
1,217
-6.4%
0.00%
-25.0%
Q3 2015$75,000
-2.6%
1,3000.0%0.00%
+33.3%
Q2 2015$77,000
-12.5%
1,3000.0%0.00%
-25.0%
Q1 2015$88,000
-3.3%
1,3000.0%0.00%
-20.0%
Q4 2014$91,000
-10.8%
1,300
-18.8%
0.01%0.0%
Q3 2014$102,000
-1.0%
1,6000.0%0.01%0.0%
Q2 2014$103,000
+7.3%
1,6000.0%0.01%0.0%
Q1 2014$96,000
-2.0%
1,6000.0%0.01%0.0%
Q4 2013$98,000
-80.9%
1,600
-79.9%
0.01%
-82.8%
Q3 2013$514,000
-2.3%
7,9500.0%0.03%
-3.3%
Q2 2013$526,0007,9500.03%
Other shareholders
WP CAREY INC shareholders Q3 2016
NameSharesValueWeighting ↓
Orinda Asset Management LLC 45,000$3,044,0005.78%
Alden Global Capital LLC 193,400$13,084,0005.62%
HGI Capital Management, LLC 122,940$8,317,0005.13%
Ranger Global Real Estate Advisors, LLC 369,053$24,966,0005.02%
Capital Square, LLC 49,971$3,380,0003.62%
EWG Elevate Inc. 77,976$5,275,0003.56%
Seneca House Advisors 60,764$4,111,0003.48%
RVB CAPITAL MANAGEMENT LLC 12,500$846,0003.41%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 94,718$6,408,0002.62%
Stellar Capital Management, LLC 81,537$6,409,0002.12%
View complete list of WP CAREY INC shareholders