BEACON TRUST CO - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 235 filers reported holding WP CAREY INC in Q4 2013. The put-call ratio across all filers is 0.35 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
BEACON TRUST CO ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2017$2,750,000
+12.8%
43,597
+5.7%
0.43%
+8.0%
Q4 2016$2,437,000
-13.6%
41,241
-5.7%
0.40%
-15.2%
Q3 2016$2,822,000
-1.8%
43,739
+5.7%
0.47%
-3.3%
Q2 2016$2,874,000
+14.0%
41,395
+2.2%
0.49%
+11.6%
Q1 2016$2,520,000
+14.7%
40,489
+8.7%
0.44%
+15.0%
Q4 2015$2,197,000
-10.2%
37,244
-12.0%
0.38%
-11.6%
Q3 2015$2,446,000
-7.2%
42,305
-5.4%
0.43%
+1.7%
Q2 2015$2,635,000
-12.3%
44,718
+1.2%
0.42%
-7.2%
Q1 2015$3,006,000
-2.4%
44,194
+0.6%
0.46%
-3.6%
Q4 2014$3,080,000
+9.0%
43,926
-0.8%
0.47%
+1.5%
Q3 2014$2,825,000
+0.9%
44,291
+1.9%
0.47%
+1.3%
Q2 2014$2,800,000
+12.9%
43,476
+5.3%
0.46%
+8.7%
Q1 2014$2,479,000
+2.8%
41,276
+5.0%
0.42%
+2.2%
Q4 2013$2,412,000
+18.8%
39,322
+25.3%
0.42%
+10.7%
Q3 2013$2,031,00031,3910.38%
Other shareholders
WP CAREY INC shareholders Q4 2013
NameSharesValueWeighting ↓
Gruss & Co., LLC 97,377$6,284,0007.85%
Rock Point Advisors, LLC 120,880$7,800,0004.08%
WELCH CAPITAL PARTNERS LLC/NY 151,890$9,801,0003.19%
Rench Wealth Management, Inc. 56,603$3,653,0002.95%
PRING TURNER CAPITAL GROUP INC 32,785$2,116,0002.55%
KARPAS STRATEGIES, LLC 77,050$4,972,0002.43%
BERKSHIRE ASSET MANAGEMENT LLC/PA 257,949$16,645,0002.39%
A. D. Beadell Investment Counsel, Inc. 36,931$2,383,0001.99%
BAR HARBOR TRUST SERVICES 57,230$3,692,0001.96%
RPg Family Wealth Advisory, LLC 42,632$2,751,042,0001.95%
View complete list of WP CAREY INC shareholders