Evanson Asset Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
Evanson Asset Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$213,486
-19.8%
3,948
+0.2%
0.02%
-16.7%
Q2 2023$266,300
-11.1%
3,942
+1.9%
0.02%
-20.0%
Q1 2023$299,531
-88.9%
3,867
-88.1%
0.03%
-89.9%
Q2 2022$2,692,000
-15.6%
32,484
-17.7%
0.30%
-4.5%
Q1 2022$3,190,000
-1.4%
39,460
+0.1%
0.31%
+7.6%
Q4 2021$3,236,000
+9.0%
39,436
+0.1%
0.29%
-5.6%
Q3 2021$2,969,000
+0.4%
39,411
-0.5%
0.30%
-1.0%
Q2 2021$2,956,000
+5.5%
39,617
+0.1%
0.31%
-25.6%
Q1 2021$2,802,000
+866.2%
39,597
+863.9%
0.41%
+800.0%
Q4 2020$290,000
+36.2%
4,108
+11.9%
0.05%
-9.8%
Q1 2020$213,000
-27.6%
3,6700.0%0.05%
-12.1%
Q4 2019$294,000
-10.4%
3,6700.0%0.06%
-13.4%
Q3 2019$328,000
+10.1%
3,6700.0%0.07%
+11.7%
Q2 2019$298,000
+3.8%
3,6700.0%0.06%
+1.7%
Q1 2019$287,000
+19.6%
3,6700.0%0.06%
+7.3%
Q4 2018$240,0003,6700.06%
Other shareholders
WP CAREY INC shareholders Q4 2021
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