WELCH CAPITAL PARTNERS LLC/NY - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 427 filers reported holding WP CAREY INC in Q1 2018. The put-call ratio across all filers is 0.92 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
WELCH CAPITAL PARTNERS LLC/NY ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2017$3,797,000
-33.9%
55,102
-35.4%
1.35%
-30.1%
Q3 2017$5,744,000
-34.0%
85,238
-35.4%
1.94%
-32.9%
Q2 2017$8,705,000
+5.6%
131,872
-0.5%
2.88%
+6.0%
Q1 2017$8,245,000
-16.5%
132,518
-20.7%
2.72%
-18.5%
Q4 2016$9,869,000
+0.7%
167,012
+10.0%
3.34%
+4.4%
Q3 2016$9,801,000
+8.8%
151,890
+17.1%
3.19%
-1.5%
Q2 2016$9,005,000
-0.4%
129,712
-10.7%
3.24%
-2.0%
Q1 2016$9,042,000
-9.7%
145,274
-14.4%
3.31%
-2.0%
Q4 2015$10,008,000
+0.6%
169,623
-1.4%
3.38%
-0.1%
Q3 2015$9,945,000
-1.9%
172,033
+0.0%
3.38%
+11.9%
Q2 2015$10,139,000
+9.5%
172,028
+26.3%
3.02%
+0.5%
Q1 2015$9,260,000
-3.0%
136,1820.0%3.01%
-0.4%
Q4 2014$9,546,000
+9.9%
136,1820.0%3.02%
+5.8%
Q3 2014$8,684,000136,1822.85%
Other shareholders
WP CAREY INC shareholders Q1 2018
NameSharesValueWeighting ↓
Seneca House Advisors 115,460$8,059,0005.97%
EWG Elevate Inc. 83,226$5,809,0003.28%
Demars Financial Group, LLC 65,564$4,576,0002.72%
Capital Square, LLC 40,488$2,826,0002.57%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,696$7,517,0002.47%
Community Capital Management, LLC 25,300$1,767,0002.31%
Creegan & Nassoura Financial Group, LLC 34,365$2,399,0002.08%
SOA Wealth Advisors, LLC. 90,737$6,333,0001.91%
Pensionfund DSM Netherlands 73,600$5,618,0001.89%
Resolution Capital Ltd 1,434,637$100,138,0001.81%
View complete list of WP CAREY INC shareholders