Chicago Partners Investment Group LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 566 filers reported holding WP CAREY INC in Q1 2019. The put-call ratio across all filers is 0.36 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
Chicago Partners Investment Group LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2019$203,000
-8.1%
2,196
-23.6%
0.03%
-12.1%
Q1 2019$221,000
-14.0%
2,875
-25.8%
0.03%
-13.2%
Q3 2018$257,0000.0%3,8750.0%0.04%
-5.0%
Q2 2018$257,000
+7.1%
3,8750.0%0.04%
-2.4%
Q1 2018$240,000
+21.2%
3,875
+34.8%
0.04%
+28.1%
Q4 2017$198,000
+2.1%
2,8750.0%0.03%
-3.0%
Q3 2017$194,000
+32.9%
2,875
+16.0%
0.03%
-13.2%
Q2 2017$146,000
-18.4%
2,478
-13.8%
0.04%
-25.5%
Q1 2017$179,000
+115.7%
2,875
+105.8%
0.05%
+70.0%
Q4 2016$83,000
-7.8%
1,3970.0%0.03%
-16.7%
Q3 2016$90,000
-7.2%
1,3970.0%0.04%
-23.4%
Q2 2016$97,000
+11.5%
1,3970.0%0.05%
+4.4%
Q1 2016$87,000
+6.1%
1,3970.0%0.04%
+15.4%
Q4 2015$82,000
+1.2%
1,3970.0%0.04%
-13.3%
Q3 2015$81,000
-54.2%
1,397
-49.2%
0.04%
-44.4%
Q2 2015$177,000
+86.3%
2,752
+103.1%
0.08%
+92.9%
Q1 2015$95,000
-3.1%
1,355
-3.0%
0.04%
+2.4%
Q4 2014$98,0001,3970.04%
Other shareholders
WP CAREY INC shareholders Q1 2019
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