WFG Advisors, LP - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 319 filers reported holding WP CAREY INC in Q3 2015. The put-call ratio across all filers is 0.79 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
WFG Advisors, LP ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2017$354,000
+142.5%
5,358
+128.6%
0.08%
+105.1%
Q1 2017$146,000
+175.5%
2,344
+159.3%
0.04%
+200.0%
Q4 2016$53,000
-7.0%
904
+1.6%
0.01%
-7.1%
Q3 2016$57,000
-10.9%
890
-4.0%
0.01%
-17.6%
Q2 2016$64,000
+1.6%
927
-8.4%
0.02%
-5.6%
Q1 2016$63,000
+6.8%
1,012
+1.6%
0.02%0.0%
Q4 2015$59,000
+3.5%
996
+1.4%
0.02%0.0%
Q3 2015$57,000
-16.2%
982
-14.3%
0.02%
-5.3%
Q2 2015$68,000
-11.7%
1,146
+0.9%
0.02%
-9.5%
Q1 2015$77,000
-48.7%
1,136
-46.9%
0.02%
-30.0%
Q4 2014$150,000
+7.9%
2,139
-1.7%
0.03%
+15.4%
Q3 2014$139,000
-65.8%
2,176
-65.5%
0.03%
-65.8%
Q2 2014$406,000
-6.0%
6,309
-12.2%
0.08%
-12.6%
Q1 2014$432,000
+17.1%
7,189
+19.4%
0.09%
+64.2%
Q4 2013$369,000
-1.3%
6,021
+4.3%
0.05%
-8.6%
Q3 2013$374,000
+17.6%
5,775
+20.0%
0.06%
+9.4%
Q2 2013$318,0004,8130.05%
Other shareholders
WP CAREY INC shareholders Q3 2015
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