RPg Family Wealth Advisory, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 633 filers reported holding WP CAREY INC in Q4 2019. The put-call ratio across all filers is 1.15 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
RPg Family Wealth Advisory, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2022$3,354,000
-1.4%
39,912
-1.5%
1.76%
-12.9%
Q2 2022$3,400,000
-99.9%
40,514
-1.5%
2.03%
+41.2%
Q1 2022$3,366,851,000
+2.9%
41,112
+4.4%
1.44%
+11.1%
Q4 2021$3,273,423,000
+14.1%
39,389
+1.8%
1.29%
+6.9%
Q3 2021$2,867,953,000
+4.4%
38,708
+6.6%
1.21%
+8.6%
Q2 2021$2,747,880,000
+97.4%
36,314
+86.8%
1.11%
+69.4%
Q4 2020$1,392,266,000
+15.7%
19,438
+6.9%
0.66%
+4.0%
Q3 2020$1,203,456,000
+6.1%
18,178
+10.0%
0.63%
-8.7%
Q2 2020$1,134,783,000
-5.2%
16,522
-19.9%
0.69%
-25.6%
Q1 2020$1,197,377,000
-25.7%
20,616
+2.4%
0.93%
+0.3%
Q4 2019$1,611,125,000
-55.7%
20,129
-50.5%
0.93%
-57.9%
Q3 2019$3,638,265,000
+8.7%
40,651
-1.4%
2.20%
+10.9%
Q2 2019$3,348,026,000
+2.1%
41,242
-1.5%
1.99%
+2.6%
Q1 2019$3,279,285,000
+17.1%
41,865
-2.4%
1.94%
-28.9%
Q4 2018$2,801,583,000
+7.0%
42,877
+5.4%
2.73%
+38.4%
Q3 2018$2,617,219,000
-2.1%
40,697
+1.0%
1.97%
-5.1%
Q2 2018$2,674,635,000
+5.0%
40,311
-1.9%
2.08%
-0.6%
Q1 2018$2,546,859,000
-9.8%
41,085
+0.3%
2.09%
-12.6%
Q4 2017$2,822,764,000
+2.4%
40,969
+0.1%
2.39%
+5.8%
Q3 2017$2,757,396,000
+1.9%
40,917
-0.2%
2.26%
-4.4%
Q2 2017$2,706,542,000
+3.8%
41,002
-2.1%
2.36%
+9.5%
Q1 2017$2,606,831,000
+5.9%
41,897
+0.6%
2.16%
+2.1%
Q4 2016$2,461,630,000
-10.5%
41,659
-2.3%
2.11%
+8.4%
Q3 2016$2,751,042,000
-52.7%
42,632
-49.1%
1.95%
-23.5%
Q2 2016$5,816,007,000
+124.4%
83,780
+101.2%
2.54%
+26.8%
Q1 2016$2,592,047,00041,6462.01%
Other shareholders
WP CAREY INC shareholders Q4 2019
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