Heritage Wealth Advisors - 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
Heritage Wealth Advisors ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$40,668
-20.0%
7520.0%0.00%
-33.3%
Q2 2023$50,805
-12.8%
7520.0%0.00%0.0%
Q1 2023$58,242
-7.3%
752
-6.5%
0.00%
-25.0%
Q4 2022$62,833
+12.2%
8040.0%0.00%0.0%
Q3 2022$56,000
-16.4%
8040.0%0.00%
-20.0%
Q2 2022$67,000
+17.5%
804
+14.2%
0.01%
+66.7%
Q1 2022$57,000
-1.7%
7040.0%0.00%0.0%
Q4 2021$58,000
-99.9%
7040.0%0.00%0.0%
Q3 2021$51,420,000
+5.4%
704
+7.6%
0.00%0.0%
Q2 2021$48,801,000
+5.5%
6540.0%0.00%0.0%
Q1 2021$46,277,000
+159475.9%
654
+61.9%
0.00%
+50.0%
Q4 2020$29,000
-99.9%
4040.0%0.00%
-33.3%
Q3 2020$26,325,000
-3.8%
404
-97.0%
0.00%
-25.0%
Q2 2020$27,358,000
-30.6%
13,526
+1892.0%
0.00%
-42.9%
Q1 2020$39,436,000
-53.3%
679
-35.6%
0.01%
-36.4%
Q4 2019$84,362,000
+125813.4%
1,054
+40.5%
0.01%
+10.0%
Q3 2019$67,000
-99.9%
7500.0%0.01%
+11.1%
Q2 2019$60,885,000
+2490.9%
750
+2400.0%
0.01%
Q1 2019$2,350,000
+234900.0%
300.0%0.00%
Q4 2018$1,0000.0%300.0%0.00%
Q3 2018$1,000300.00%
Other shareholders
WP CAREY INC shareholders Q3 2023
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