ROTHSCHILD INVESTMENT LLC /IL - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 360 filers reported holding WP CAREY INC in Q2 2017. The put-call ratio across all filers is 1.23 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
ROTHSCHILD INVESTMENT LLC /IL ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2017$235,000
-28.4%
3,566
-32.3%
0.03%
-28.9%
Q1 2017$328,000
+11.9%
5,266
+6.0%
0.04%
+8.6%
Q4 2016$293,000
-13.8%
4,966
-5.7%
0.04%
-16.7%
Q3 2016$340,000
-32.1%
5,266
-27.0%
0.04%
-34.4%
Q2 2016$501,000
+28.5%
7,216
+15.2%
0.06%
+28.0%
Q1 2016$390,000
+30.4%
6,266
+23.7%
0.05%
+31.6%
Q4 2015$299,000
+2.0%
5,0660.0%0.04%
-2.6%
Q3 2015$293,000
-2.0%
5,0660.0%0.04%
+11.4%
Q2 2015$299,000
+48.8%
5,066
+76.8%
0.04%
+45.8%
Q4 2014$201,0002,8660.02%
Other shareholders
WP CAREY INC shareholders Q2 2017
NameSharesValueWeighting ↓
Gruss & Co., LLC 97,377$6,271,0007.12%
Rock Point Advisors, LLC 164,212$10,575,0004.62%
BERKSHIRE ASSET MANAGEMENT LLC/PA 261,404$16,834,0003.12%
KARPAS STRATEGIES, LLC 82,400$5,307,0002.66%
Harrison Street Securities, LLC 85,317$5,494,0002.43%
Stellar Capital Management, LLC 25,055$1,614,0001.78%
Markel Corporation 950,200$61,193,0001.74%
Zhang Financial LLC 39,309$2,531,0001.70%
LAFFER TENGLER INVESTMENTS, INC. 160,492$10,335,704,0001.59%
NORTHSTAR INVESTMENT ADVISORS LLC 95,271$6,135,0001.58%
View complete list of WP CAREY INC shareholders