Baystate Wealth Management LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 793 filers reported holding WP CAREY INC in Q3 2022. The put-call ratio across all filers is 0.61 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
Baystate Wealth Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2023$116,780
+20.8%
1,801
+0.8%
0.01%
+12.5%
Q3 2023$96,661
-19.5%
1,787
+0.6%
0.01%
-20.0%
Q2 2023$120,011
-29.2%
1,776
-18.9%
0.01%
-33.3%
Q1 2023$169,619
+99675.9%
2,190
+0.5%
0.02%
-6.2%
Q4 2022$170
-99.6%
2,180
+215.9%
0.02%
+220.0%
Q3 2022$48,000
-15.8%
690
+1.3%
0.01%
-16.7%
Q2 2022$57,000
-24.0%
681
-26.3%
0.01%
-14.3%
Q1 2022$75,0000.0%924
+1.3%
0.01%0.0%
Q4 2021$75,000
+4.2%
912
-7.5%
0.01%0.0%
Q3 2021$72,000
+140.0%
986
+143.5%
0.01%
+133.3%
Q2 2021$30,000
+7.1%
405
+1.5%
0.00%0.0%
Q1 2021$28,0000.0%399
+1.5%
0.00%0.0%
Q4 2020$28,000
+12.0%
393
+1.6%
0.00%0.0%
Q3 2020$25,000
-3.8%
387
+1.6%
0.00%0.0%
Q2 2020$26,000
-51.9%
381
-58.9%
0.00%
-57.1%
Q1 2020$54,000
-27.0%
927
+0.7%
0.01%
-22.2%
Q4 2019$74,000
-9.8%
921
+0.7%
0.01%
-18.2%
Q3 2019$82,000
+30.2%
915
+16.6%
0.01%
+37.5%
Q2 2019$63,000
+3.3%
7850.0%0.01%0.0%
Q1 2019$61,000
+35.6%
785
+22.5%
0.01%
+14.3%
Q4 2018$45,000
+95.7%
641
+80.1%
0.01%
+133.3%
Q4 2017$23,000
-4.2%
3560.0%0.00%
-25.0%
Q3 2017$24,0000.0%3560.0%0.00%0.0%
Q2 2017$24,000
+9.1%
3560.0%0.00%0.0%
Q1 2017$22,000
-56.9%
356
-53.6%
0.00%
-84.0%
Q2 2013$51,0007680.02%
Other shareholders
WP CAREY INC shareholders Q3 2022
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders