REILLY FINANCIAL ADVISORS, LLC - 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 Q4 2015. The put-call ratio across all filers is 1.34 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
REILLY FINANCIAL ADVISORS, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2021$55,000
+12.2%
6720.0%0.00%0.0%
Q3 2021$49,000
-2.0%
6720.0%0.00%0.0%
Q2 2021$50,000
+4.2%
6720.0%0.00%0.0%
Q1 2021$48,000
-33.3%
672
-34.2%
0.00%
-42.9%
Q4 2020$72,000
+63.6%
1,022
+52.1%
0.01%
+40.0%
Q3 2020$44,000
-2.2%
6720.0%0.01%0.0%
Q2 2020$45,000
+15.4%
6720.0%0.01%
-16.7%
Q1 2020$39,000
-27.8%
6720.0%0.01%0.0%
Q4 2019$54,000
-10.0%
6720.0%0.01%
-14.3%
Q3 2019$60,000
-6.2%
672
-14.7%
0.01%
-12.5%
Q2 2019$64,000
-20.0%
788
-22.6%
0.01%
-20.0%
Q1 2019$80,000
+1233.3%
1,018
+918.0%
0.01%
+900.0%
Q3 2015$6,0000.0%1000.0%0.00%0.0%
Q2 2015$6,0001000.00%
Other shareholders
WP CAREY INC shareholders Q4 2015
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