Freedom Day Solutions, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 601 filers reported holding WP CAREY INC in Q2 2020. The put-call ratio across all filers is 1.43 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
Freedom Day Solutions, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2020$1,131,000
-21.9%
19,479
+7.7%
0.96%
-0.9%
Q4 2019$1,448,000
-7.8%
18,089
+3.1%
0.97%
-15.3%
Q3 2019$1,570,000
+27.1%
17,543
+15.3%
1.14%
+22.1%
Q2 2019$1,235,000
+22.6%
15,215
+18.3%
0.94%
+13.4%
Q1 2019$1,007,000
+25.9%
12,861
+5.0%
0.83%
-1.4%
Q4 2018$800,000
+11.6%
12,244
+9.9%
0.84%
+48.1%
Q3 2018$717,000
+3.0%
11,146
+6.2%
0.57%
-0.2%
Q2 2018$696,000
+12.4%
10,492
+5.0%
0.57%
+5.0%
Q1 2018$619,000
-3.1%
9,988
+7.6%
0.54%
-0.2%
Q4 2017$639,0009,2800.54%
Other shareholders
WP CAREY INC shareholders Q2 2020
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