New England Investment & Retirement Group, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 534 filers reported holding WP CAREY INC in Q4 2018. The put-call ratio across all filers is 0.45 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
New England Investment & Retirement Group, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2021$736,000
-2.0%
10,0700.0%0.17%
+4.3%
Q2 2021$751,000
+4.5%
10,070
-0.9%
0.16%
-6.3%
Q1 2021$719,000
-0.6%
10,162
-0.8%
0.17%
+3.6%
Q4 2020$723,000
+5.1%
10,248
-3.0%
0.17%
-2.9%
Q3 2020$688,000
-3.8%
10,5620.0%0.17%
-3.9%
Q2 2020$715,000
-93.9%
10,562
-94.7%
0.18%
-96.4%
Q1 2020$11,640,000
-31.6%
200,415
-5.7%
4.95%
-15.2%
Q4 2019$17,018,000
-22.9%
212,625
-13.8%
5.84%
-36.6%
Q3 2019$22,077,000
+65.3%
246,666
+49.9%
9.22%
+70.4%
Q2 2019$13,356,000
+3.1%
164,523
-0.5%
5.41%
-8.6%
Q1 2019$12,955,000
+128.8%
165,393
+90.9%
5.92%
+82.3%
Q4 2018$5,661,000
+1914.6%
86,646
+1977.8%
3.24%
+1980.1%
Q3 2017$281,000
-45.5%
4,170
-46.7%
0.16%
-47.7%
Q2 2017$516,000
-12.7%
7,817
-17.6%
0.30%
-8.6%
Q1 2017$591,000
+5.3%
9,4910.0%0.33%
+6.2%
Q4 2016$561,000
-8.3%
9,4910.0%0.31%
-8.6%
Q3 2016$612,000
-7.1%
9,4910.0%0.34%
-13.8%
Q2 2016$659,000
+11.5%
9,4910.0%0.39%
+20.4%
Q1 2016$591,000
+5.5%
9,4910.0%0.32%
+9.8%
Q4 2015$560,000
+6.3%
9,491
+4.0%
0.30%
+17.1%
Q3 2015$527,000
-4.4%
9,1240.0%0.25%
-4.2%
Q2 2015$551,000
-22.2%
9,124
-12.4%
0.26%
-16.0%
Q1 2015$708,000
-8.1%
10,419
-5.2%
0.31%
+3.6%
Q4 2014$770,000
+2.9%
10,985
-6.3%
0.30%
-10.1%
Q3 2014$748,000
-3.0%
11,7230.0%0.34%
-19.8%
Q2 2014$771,000
+6.8%
11,723
-2.4%
0.42%
-5.0%
Q1 2014$722,00012,0120.44%
Other shareholders
WP CAREY INC shareholders Q4 2018
NameSharesValueWeighting ↓
Gruss & Co., LLC 97,377$6,284,0007.85%
Rock Point Advisors, LLC 120,880$7,800,0004.08%
WELCH CAPITAL PARTNERS LLC/NY 151,890$9,801,0003.19%
Rench Wealth Management, Inc. 56,603$3,653,0002.95%
PRING TURNER CAPITAL GROUP INC 32,785$2,116,0002.55%
KARPAS STRATEGIES, LLC 77,050$4,972,0002.43%
BERKSHIRE ASSET MANAGEMENT LLC/PA 257,949$16,645,0002.39%
A. D. Beadell Investment Counsel, Inc. 36,931$2,383,0001.99%
BAR HARBOR TRUST SERVICES 57,230$3,692,0001.96%
RPg Family Wealth Advisory, LLC 42,632$2,751,042,0001.95%
View complete list of WP CAREY INC shareholders