Stellar Capital Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 279 filers reported holding WP CAREY INC in Q2 2014. The put-call ratio across all filers is 0.55 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
Stellar Capital Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2020$6,409,000
+171.5%
81,537
+100.6%
2.12%
+9.1%
Q1 2020$2,361,000
-30.5%
40,655
-4.2%
1.94%
-2.3%
Q4 2019$3,397,000
-7.2%
42,438
+3.8%
1.99%
-15.7%
Q3 2019$3,659,000
+9.7%
40,885
-4.0%
2.36%
+8.2%
Q2 2019$3,335,0000.0%42,5770.0%2.18%0.0%
Q1 2019$3,335,000
+18.9%
42,577
-0.8%
2.18%
-0.9%
Q4 2018$2,805,000
+1.8%
42,927
+0.2%
2.20%
+24.3%
Q3 2018$2,755,000
-0.3%
42,832
+2.9%
1.77%
-2.4%
Q2 2018$2,762,000
+9.0%
41,630
+1.8%
1.81%
+10.6%
Q1 2018$2,535,000
-7.7%
40,885
+2.6%
1.64%
-10.1%
Q4 2017$2,745,000
+5.4%
39,845
+3.1%
1.82%
-0.7%
Q3 2017$2,605,000
+7.9%
38,657
+5.7%
1.83%
+4.4%
Q2 2017$2,415,000
+6.8%
36,582
+0.7%
1.76%
+2.0%
Q1 2017$2,261,000
+9.0%
36,332
+3.5%
1.72%
+0.9%
Q4 2016$2,075,000
+2.5%
35,117
+20.4%
1.71%
-22.7%
Q2 2016$2,025,000
+12.6%
29,167
+1.0%
2.21%
+11.0%
Q1 2016$1,798,000
+12.2%
28,892
+6.4%
1.99%
+3.0%
Q4 2015$1,602,000
+3.0%
27,155
+0.9%
1.93%
-4.0%
Q3 2015$1,556,000
-1.4%
26,915
+0.6%
2.01%
+16.5%
Q2 2015$1,578,000
-15.9%
26,765
-3.0%
1.73%
-5.3%
Q1 2015$1,877,000
+5.2%
27,600
+8.4%
1.82%
-5.1%
Q4 2014$1,784,000
+13.4%
25,450
+3.2%
1.92%
+11.2%
Q3 2014$1,573,000
-2.5%
24,665
-1.6%
1.73%
-2.8%
Q2 2014$1,614,000
+18.3%
25,055
+10.3%
1.78%
+16.2%
Q1 2014$1,364,000
+4.3%
22,715
+6.5%
1.53%
+9.5%
Q4 2013$1,308,00021,3201.40%
Other shareholders
WP CAREY INC shareholders Q2 2014
NameSharesValueWeighting ↓
Vantage Financial Partners Ltd., Inc. 90,093$5,887,0004.30%
Gruss & Co., LLC 50,277$3,285,0004.22%
INSPIRION WEALTH ADVISORS, LLC 117,403$7,671,0003.83%
Rock Point Advisors, LLC 106,692$6,971,0003.58%
Seneca House Advisors 57,889$3,781,0003.56%
New England Investment & Retirement Group, Inc. 86,646$5,661,0003.24%
PRING TURNER CAPITAL GROUP INC 34,090$2,227,0003.14%
Gradient Capital Advisors, LLC 52,226$3,412,0002.95%
RESOURCE AMERICA, INC. 70,000$4,574,0002.82%
RPg Family Wealth Advisory, LLC 42,877$2,801,583,0002.73%
View complete list of WP CAREY INC shareholders