Gruss & Co., LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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
Gruss & Co., LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2020$2,374,000
-24.5%
40,877
+4.1%
4.42%
+15.1%
Q4 2019$3,144,000
-10.6%
39,2770.0%3.84%
-10.1%
Q3 2019$3,515,000
-13.0%
39,277
-21.1%
4.28%
-2.3%
Q2 2019$4,041,000
+3.6%
49,7770.0%4.38%
+7.2%
Q1 2019$3,899,000
+18.7%
49,777
-1.0%
4.08%
-3.4%
Q4 2018$3,285,000
+1.6%
50,2770.0%4.22%
+32.3%
Q3 2018$3,233,000
-3.1%
50,2770.0%3.19%
-6.1%
Q2 2018$3,336,000
+7.0%
50,2770.0%3.40%
+7.8%
Q1 2018$3,117,000
-18.2%
50,277
-9.0%
3.15%
-15.4%
Q4 2017$3,809,000
+2.3%
55,2770.0%3.72%
-11.4%
Q3 2017$3,725,000
+2.1%
55,2770.0%4.20%
+2.0%
Q2 2017$3,649,000
-99.9%
55,277
-38.8%
4.12%
-27.3%
Q1 2017$5,617,035,000
+97519.7%
90,277
-7.3%
5.67%
-9.7%
Q4 2016$5,754,000
-8.4%
97,3770.0%6.28%
-20.0%
Q3 2016$6,284,000
-7.0%
97,3770.0%7.85%
-3.8%
Q2 2016$6,760,000
+11.5%
97,3770.0%8.16%
-1.9%
Q1 2016$6,061,000
+5.5%
97,3770.0%8.33%
+8.8%
Q4 2015$5,745,000
+2.1%
97,3770.0%7.66%
-13.5%
Q3 2015$5,629,000
-1.9%
97,3770.0%8.85%
+76.8%
Q2 2015$5,739,000
-13.3%
97,3770.0%5.01%
-29.1%
Q1 2015$6,622,000
-3.0%
97,3770.0%7.06%
-27.1%
Q4 2014$6,826,000
+9.9%
97,3770.0%9.69%
+25.8%
Q3 2014$6,210,000
-1.0%
97,3770.0%7.70%
+8.1%
Q2 2014$6,271,000
+7.2%
97,3770.0%7.12%
+4.5%
Q1 2014$5,849,000
-2.1%
97,3770.0%6.82%
-0.7%
Q4 2013$5,974,000
-5.2%
97,3770.0%6.86%
-9.8%
Q3 2013$6,300,000
+9.0%
97,377
+11.4%
7.61%
+4.2%
Q2 2013$5,782,00087,3777.31%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Presima Securities ULC 452,000$37,087,0006.33%
Ranger Global Real Estate Advisors, LLC 634,785$52,084,0004.60%
Seneca House Advisors 95,651$7,848,0004.16%
EWG Elevate Inc. 91,142$7,478,0003.67%
GSI Capital Advisors LLC 85,416$7,008,0003.07%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 106,128$8,708,0002.71%
Demars Financial Group, LLC 61,614$5,055,0002.68%
Capital Square, LLC 43,975$3,540,0002.44%
Creegan & Nassoura Financial Group, LLC 34,610$2,840,0002.15%
Investmark Advisory Group LLC 24,968$2,048,0001.92%
View complete list of WP CAREY INC shareholders