Van Hulzen Asset Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. The put-call ratio across all filers is 0.41 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 Q2 2022
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