A. D. Beadell Investment Counsel, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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
A. D. Beadell Investment Counsel, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q1 2020$1,887,000
-26.5%
32,500
+1.3%
2.04%
-3.5%
Q4 2019$2,567,000
-11.5%
32,075
-1.0%
2.11%
-15.4%
Q3 2019$2,899,000
+2.1%
32,398
-7.4%
2.50%
+2.1%
Q2 2019$2,839,000
+3.7%
34,9730.0%2.45%
+0.8%
Q1 2019$2,739,000
+17.9%
34,973
-1.7%
2.43%
+5.9%
Q4 2018$2,324,000
+1.6%
35,5730.0%2.29%
+18.7%
Q3 2018$2,287,000
-5.0%
35,573
-2.0%
1.93%
-2.9%
Q2 2018$2,408,000
+7.0%
36,297
+0.0%
1.99%
+2.6%
Q1 2018$2,250,000
-0.4%
36,296
+10.6%
1.94%
+4.6%
Q4 2017$2,260,000
+2.2%
32,810
+0.0%
1.85%
-1.6%
Q3 2017$2,211,000
-8.4%
32,809
-10.3%
1.88%
-3.6%
Q2 2017$2,413,000
+6.1%
36,5580.0%1.96%
+3.7%
Q1 2017$2,274,000
+4.2%
36,558
-1.1%
1.89%
+0.9%
Q4 2016$2,183,000
-8.4%
36,957
+0.1%
1.87%
-5.9%
Q3 2016$2,383,000
-7.2%
36,931
-0.1%
1.99%
-5.3%
Q2 2016$2,567,000
+11.6%
36,9800.0%2.10%
-0.9%
Q1 2016$2,301,000
+13.2%
36,980
+7.3%
2.12%
+18.9%
Q4 2015$2,033,000
+2.1%
34,4600.0%1.78%
-1.1%
Q3 2015$1,992,000
+31.5%
34,460
+34.0%
1.80%
+48.4%
Q2 2015$1,515,000
+64.5%
25,710
+89.7%
1.21%
+69.5%
Q1 2015$921,000
-1.5%
13,550
+1.5%
0.72%
+0.6%
Q4 2014$935,000
+9.9%
13,3500.0%0.71%
+9.7%
Q3 2014$851,000
-1.0%
13,3500.0%0.65%
+1.4%
Q2 2014$860,00013,3500.64%
Other shareholders
WP CAREY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders