Van Hulzen Asset Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
Van Hulzen Asset Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$260
-16.4%
3,849
-4.0%
0.02%
-24.1%
Q1 2023$311
-5.5%
4,011
-4.6%
0.03%
-23.7%
Q4 2022$329
-99.9%
4,2060.0%0.04%
+5.6%
Q3 2022$294,000
+18.1%
4,206
+40.0%
0.04%
+20.0%
Q2 2022$249,000
+11.7%
3,004
+9.0%
0.03%
+25.0%
Q1 2022$223,000
-1.3%
2,7550.0%0.02%
-4.0%
Q4 2021$226,000
-13.1%
2,755
-22.5%
0.02%
-35.9%
Q3 2021$260,000
+0.8%
3,555
+2.9%
0.04%0.0%
Q2 2021$258,000
+5.7%
3,4550.0%0.04%0.0%
Q1 2021$244,0000.0%3,4550.0%0.04%
+5.4%
Q4 2020$244,000
+8.4%
3,4550.0%0.04%
+8.8%
Q3 2020$225,000
-3.8%
3,4550.0%0.03%
-2.9%
Q2 2020$234,000
+16.4%
3,4550.0%0.04%
-18.6%
Q1 2020$201,000
-27.4%
3,4550.0%0.04%
-20.4%
Q4 2019$277,000
-19.7%
3,455
-10.4%
0.05%
-26.0%
Q3 2019$345,000
+4.9%
3,855
-4.9%
0.07%
+1.4%
Q2 2019$329,000
-5.7%
4,055
-9.0%
0.07%
-23.4%
Q1 2019$349,000
+14.8%
4,455
-4.3%
0.09%
+6.8%
Q4 2018$304,000
+7.4%
4,655
+5.7%
0.09%
+17.3%
Q3 2018$283,000
-8.4%
4,405
-5.4%
0.08%
-18.5%
Q2 2018$309,000
-2.2%
4,655
-8.8%
0.09%
-5.2%
Q1 2018$316,000
-10.7%
5,105
-0.5%
0.10%
-10.2%
Q4 2017$354,000
+2.3%
5,1320.0%0.11%
-7.7%
Q3 2017$346,0005,1320.12%
Other shareholders
WP CAREY INC shareholders Q1 2022
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