ZEVIN ASSET MANAGEMENT LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 369 filers reported holding WP CAREY INC in Q3 2017. The put-call ratio across all filers is 0.75 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
ZEVIN ASSET MANAGEMENT LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2019$269,000
-10.6%
3,3650.0%0.08%
-15.5%
Q3 2019$301,000
-43.9%
3,365
-49.1%
0.10%
-43.9%
Q2 2019$537,000
+3.7%
6,6100.0%0.17%
+2.4%
Q1 2019$518,000
-26.1%
6,610
-38.4%
0.17%
-33.5%
Q4 2018$701,000
+0.3%
10,735
-1.3%
0.25%
+24.5%
Q3 2018$699,000
-6.8%
10,875
-3.8%
0.20%
-8.9%
Q2 2018$750,000
+27.6%
11,305
+19.2%
0.22%
+46.4%
Q1 2018$588,000
-18.2%
9,485
-9.1%
0.15%
-6.1%
Q4 2017$719,000
-17.5%
10,435
-19.3%
0.16%
-20.5%
Q3 2017$872,00012,9350.20%
Other shareholders
WP CAREY INC shareholders Q3 2017
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