Commonwealth Equity Services, Inc - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 343 filers reported holding WP CAREY INC in Q1 2016. The put-call ratio across all filers is 0.52 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
Commonwealth Equity Services, Inc ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2017$29,403,000
+2.1%
436,308
-0.0%
0.18%
-3.8%
Q2 2017$28,806,000
+5.2%
436,396
-0.8%
0.18%0.0%
Q1 2017$27,375,000
+9.1%
439,964
+3.6%
0.18%
-1.1%
Q4 2016$25,095,000
-4.4%
424,685
+4.4%
0.18%
-11.1%
Q3 2016$26,238,000
-1.9%
406,603
+5.5%
0.21%
-7.6%
Q2 2016$26,747,000
+10.0%
385,291
-1.4%
0.22%
+3.7%
Q1 2016$24,320,000
+3.1%
390,740
-2.3%
0.22%
-2.7%
Q4 2015$23,588,000
+1.3%
399,799
-0.8%
0.22%
-9.0%
Q3 2015$23,288,000
-0.2%
402,837
+1.8%
0.24%
+5.6%
Q2 2015$23,323,000
-16.9%
395,703
-4.1%
0.23%
-20.3%
Q1 2015$28,058,000
-4.8%
412,621
-1.8%
0.29%
-11.8%
Q4 2014$29,458,000
+9.9%
420,232
-0.0%
0.33%
+1.2%
Q3 2014$26,808,000
+1.9%
420,389
+2.9%
0.33%
+1.9%
Q2 2014$26,297,000
+2.7%
408,343
-4.2%
0.32%
-9.6%
Q1 2014$25,602,000
+69.0%
426,204
+72.6%
0.35%
+60.9%
Q4 2013$15,145,000
-7.0%
246,869
-1.9%
0.22%
-16.7%
Q3 2013$16,286,000
-4.8%
251,711
-2.6%
0.26%
-12.6%
Q2 2013$17,101,000258,4350.30%
Other shareholders
WP CAREY INC shareholders Q1 2016
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