Carroll Financial Associates, Inc. - 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
Carroll Financial Associates, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2021$32,000
+10.3%
4000.0%0.00%0.0%
Q3 2021$29,0000.0%4000.0%0.00%0.0%
Q2 2021$29,000
-14.7%
400
-18.9%
0.00%0.0%
Q1 2021$34,000
+21.4%
493
+23.2%
0.00%0.0%
Q4 2020$28,000
+7.7%
4000.0%0.00%0.0%
Q3 2020$26,000
-3.7%
4000.0%0.00%0.0%
Q2 2020$27,000
-46.0%
400
-54.3%
0.00%
-60.0%
Q1 2020$50,000
-28.6%
8760.0%0.01%
-16.7%
Q4 2019$70,000
-10.3%
8760.0%0.01%
-14.3%
Q3 2019$78,000
+9.9%
8760.0%0.01%
+16.7%
Q2 2019$71,000
+4.4%
8760.0%0.01%0.0%
Q1 2019$68,000
+17.2%
8760.0%0.01%0.0%
Q4 2018$58,000
+3.6%
8760.0%0.01%0.0%
Q3 2018$56,000
-3.4%
8760.0%0.01%0.0%
Q2 2018$58,000
+7.4%
8760.0%0.01%0.0%
Q1 2018$54,000
-10.0%
8760.0%0.01%
-14.3%
Q4 2017$60,000
+1.7%
8760.0%0.01%0.0%
Q3 2017$59,000
+3.5%
8760.0%0.01%0.0%
Q2 2017$57,000
+5.6%
8760.0%0.01%0.0%
Q1 2017$54,000
+5.9%
8760.0%0.01%0.0%
Q4 2016$51,000
-8.9%
8760.0%0.01%
-12.5%
Q3 2016$56,000
-6.7%
876
-15.0%
0.01%
-33.3%
Q4 2015$60,000
-7.7%
1,0310.0%0.01%
-14.3%
Q3 2015$65,000
+18.2%
1,031
+10.6%
0.01%
+16.7%
Q2 2015$55,000
-11.3%
932
+2.8%
0.01%
-55.6%
Q1 2015$62,000
+100.0%
907
+110.4%
0.03%
+35.0%
Q4 2014$31,000
+10.7%
4310.0%0.02%
+122.2%
Q3 2014$28,0000.0%431
-0.2%
0.01%
+12.5%
Q2 2014$28,000
+7.7%
4320.0%0.01%
-11.1%
Q4 2013$26,000
-3.7%
4320.0%0.01%
-10.0%
Q3 2013$27,000
-3.6%
4320.0%0.01%
-28.6%
Q2 2013$28,0004320.01%
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