High Falls Advisors, Inc - 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
High Falls Advisors, Inc ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2022$265,000
-15.9%
3,7970.0%0.09%
-11.2%
Q2 2022$315,000
+2.6%
3,7970.0%0.10%
+19.5%
Q1 2022$307,000
-1.6%
3,7970.0%0.08%
+2.5%
Q4 2021$312,000
+12.6%
3,7970.0%0.08%
+6.7%
Q3 2021$277,000
-2.1%
3,7970.0%0.08%
-1.3%
Q2 2021$283,000
+5.2%
3,7970.0%0.08%
-1.3%
Q1 2021$269,000
+0.4%
3,7970.0%0.08%
-1.3%
Q4 2020$268,000
+4.3%
3,7970.0%0.08%
-18.8%
Q2 2020$257,000
+16.3%
3,7970.0%0.10%
+9.1%
Q1 2020$221,000
-27.3%
3,7970.0%0.09%
+3.5%
Q4 2019$304,000
-17.2%
3,797
-7.3%
0.08%
-25.4%
Q3 2019$367,000
+10.2%
4,0970.0%0.11%
+5.6%
Q2 2019$333,0000.0%4,097
-3.8%
0.11%
-5.3%
Q1 2019$333,000
+24.3%
4,257
+3.9%
0.11%
+9.6%
Q4 2018$268,000
-11.6%
4,097
-13.0%
0.10%
+2.0%
Q3 2018$303,000
-2.6%
4,709
+0.3%
0.10%
-4.7%
Q2 2018$311,000
+9.5%
4,695
+2.5%
0.11%
+4.9%
Q1 2018$284,000
-9.8%
4,580
+0.3%
0.10%
-8.1%
Q4 2017$315,000
+2.6%
4,566
+0.3%
0.11%
-3.5%
Q3 2017$307,000
+2.3%
4,553
+0.3%
0.12%
-1.7%
Q2 2017$300,000
+1.7%
4,540
-4.3%
0.12%
-8.6%
Q1 2017$295,000
-2.6%
4,745
-7.5%
0.13%
-7.9%
Q4 2016$303,000
-8.2%
5,131
+0.3%
0.14%
+13.0%
Q3 2016$330,000
-32.5%
5,118
-38.3%
0.12%
-11.5%
Q2 2016$489,000
+48.2%
8,289
+56.6%
0.14%
+21.9%
Q1 2016$330,000
-32.5%
5,294
-36.1%
0.11%
-18.0%
Q4 2015$489,0008,2890.14%
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