Capital Asset Advisory Services 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
Capital Asset Advisory Services LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2023$222,704
-23.7%
2,875
-18.0%
0.02%
-26.1%
Q4 2022$291,970
-20.2%
3,507
-33.1%
0.02%
-52.1%
Q3 2022$366,000
-34.1%
5,245
-20.7%
0.05%
-21.3%
Q2 2022$555,000
+3.4%
6,615
+0.9%
0.06%
+7.0%
Q1 2022$537,000
+5.1%
6,557
+6.6%
0.06%
+5.6%
Q4 2021$511,000
+14.3%
6,151
+1.9%
0.05%
+8.0%
Q3 2021$447,000
+0.9%
6,034
+3.0%
0.05%
+2.0%
Q2 2021$443,000
+17.8%
5,860
+12.0%
0.05%
-12.5%
Q1 2021$376,000
+17.1%
5,232
+16.6%
0.06%
-1.8%
Q4 2020$321,000
+43.3%
4,487
+32.3%
0.06%
+21.3%
Q3 2020$224,000
-16.7%
3,391
-8.2%
0.05%
-19.0%
Q2 2020$269,0003,6950.06%
Other shareholders
WP CAREY INC shareholders Q1 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