Westend Capital Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 361 filers reported holding WP CAREY INC in Q4 2016. The put-call ratio across all filers is 1.03 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
Westend Capital Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$109,260
-3.2%
2,0000.0%0.04%
-13.6%
Q1 2024$112,880
-66.4%
2,000
-61.5%
0.04%
-90.6%
Q3 2016$336,000
-6.9%
5,2000.0%0.47%
-10.3%
Q2 2016$361,000
+11.4%
5,2000.0%0.52%
+18.1%
Q1 2016$324,000
+5.5%
5,2000.0%0.44%
+5.2%
Q4 2015$307,000
-4.1%
5,2000.0%0.42%
+3.7%
Q3 2015$320,000
+3.6%
5,2000.0%0.41%
+12.8%
Q2 2015$309,000
-11.5%
5,2000.0%0.36%
-12.6%
Q1 2015$349,000
-4.4%
5,2000.0%0.41%
-2.1%
Q4 2014$365,000
+8.3%
5,2000.0%0.42%
+14.4%
Q3 2014$337,000
-2.6%
5,2000.0%0.37%
-10.7%
Q2 2014$346,000
+11.6%
5,2000.0%0.41%
+12.0%
Q1 2014$310,000
-2.8%
5,2000.0%0.37%
+7.6%
Q4 2013$319,000
-8.3%
5,2000.0%0.34%
-5.3%
Q2 2013$348,0005,2000.36%
Other shareholders
WP CAREY INC shareholders Q4 2016
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders