Noven Financial Group, Inc. - 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
Noven Financial Group, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2020$557,000
-27.1%
9,583
+0.3%
0.45%
+28.6%
Q4 2019$764,000
-10.3%
9,551
+0.3%
0.35%
-16.5%
Q3 2019$852,000
+10.6%
9,521
+0.3%
0.42%
+7.9%
Q2 2019$770,000
+20.1%
9,490
+16.1%
0.39%
+16.7%
Q1 2019$641,000
+20.5%
8,176
+0.5%
0.34%
-33.1%
Q4 2018$532,000
+1.9%
8,139
+0.2%
0.50%
+92.3%
Q3 2018$522,000
-12.4%
8,119
-9.5%
0.26%
-16.3%
Q2 2018$596,000
+7.6%
8,976
+0.4%
0.31%
+1.0%
Q1 2018$554,000
-8.7%
8,938
+1.4%
0.31%
-11.7%
Q4 2017$607,000
-4.3%
8,815
-6.3%
0.35%
-8.1%
Q3 2017$634,000
+2.1%
9,4040.0%0.38%
-3.8%
Q2 2017$621,000
+6.2%
9,4040.0%0.40%
+3.4%
Q1 2017$585,000
+5.2%
9,4040.0%0.38%
+0.5%
Q4 2016$556,000
-54.9%
9,404
-48.9%
0.38%
-10.4%
Q3 2016$1,232,000
+97.1%
18,408
+104.4%
0.42%
+1.0%
Q2 2016$625,000
+11.6%
9,0040.0%0.42%
+6.0%
Q1 2016$560,000
+5.5%
9,0040.0%0.40%
-1.7%
Q4 2015$531,000
+13.7%
9,004
+11.5%
0.40%
+7.4%
Q3 2015$467,000
+57.8%
8,074
+60.7%
0.38%
+74.9%
Q2 2015$296,000
-13.5%
5,0250.0%0.22%
-12.6%
Q1 2015$342,000
-2.8%
5,0250.0%0.25%
-6.1%
Q4 2014$352,000
+10.0%
5,0250.0%0.26%
+12.4%
Q3 2014$320,000
-1.2%
5,0250.0%0.23%0.0%
Q2 2014$324,000
+7.3%
5,0250.0%0.23%
+0.4%
Q1 2014$302,000
-1.9%
5,0250.0%0.23%
+9.4%
Q4 2013$308,0005,0250.21%
Other shareholders
WP CAREY INC shareholders Q1 2018
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders