ARGI Investment Services, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 427 filers reported holding WP CAREY INC in Q1 2018. The put-call ratio across all filers is 0.92 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
ARGI Investment Services, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2022$362
-99.9%
4,629
+0.5%
0.01%
+9.1%
Q3 2022$321,000
-17.7%
4,604
-2.1%
0.01%
-15.4%
Q2 2022$390,000
+4.0%
4,704
+1.3%
0.01%
+18.2%
Q1 2022$375,000
-1.1%
4,645
+0.5%
0.01%0.0%
Q4 2021$379,000
+21.9%
4,623
+8.7%
0.01%
+10.0%
Q3 2021$311,000
-1.6%
4,253
+0.5%
0.01%0.0%
Q2 2021$316,000
+6.0%
4,232
+0.5%
0.01%
-9.1%
Q1 2021$298,000
+1.0%
4,209
+0.6%
0.01%0.0%
Q4 2020$295,000
+12.2%
4,185
+3.6%
0.01%
-8.3%
Q3 2020$263,000
-3.3%
4,040
+0.6%
0.01%
-7.7%
Q2 2020$272,000
+17.2%
4,017
+0.6%
0.01%0.0%
Q1 2020$232,000
-31.6%
3,9920.0%0.01%
-18.8%
Q4 2019$339,000
-4.2%
3,992
+0.9%
0.02%
-11.1%
Q3 2019$354,000
-21.7%
3,958
-28.9%
0.02%
-25.0%
Q2 2019$452,000
+4.4%
5,567
+0.7%
0.02%
-4.0%
Q1 2019$433,000
+20.9%
5,527
+0.8%
0.02%
+8.7%
Q4 2018$358,000
+10.2%
5,483
+8.6%
0.02%
+21.1%
Q3 2018$325,000
-2.1%
5,051
+0.9%
0.02%
-9.5%
Q2 2018$332,000
+6.8%
5,006
-0.4%
0.02%
+5.0%
Q1 2018$311,000
-8.8%
5,024
+1.5%
0.02%
-13.0%
Q4 2017$341,000
-2.3%
4,952
-4.5%
0.02%
-4.2%
Q3 2017$349,000
+9.7%
5,185
+7.6%
0.02%0.0%
Q2 2017$318,0004,8170.02%
Other shareholders
WP CAREY INC shareholders Q1 2018
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