New England Research & Management, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 303 filers reported holding WP CAREY INC in Q3 2014. The put-call ratio across all filers is 1.17 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
New England Research & Management, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$374
-12.8%
5,5370.0%0.22%
-13.9%
Q1 2023$429
-7.5%
5,537
-6.7%
0.25%
-5.6%
Q4 2022$464
-99.9%
5,937
+3.9%
0.27%
+6.4%
Q3 2022$399,000
+18.0%
5,712
+16.4%
0.25%
+3.7%
Q4 2017$338,000
+1.2%
4,909
-1.0%
0.24%
-1.2%
Q3 2017$334,000
-12.1%
4,959
-13.9%
0.24%
-12.8%
Q2 2017$380,000
+6.1%
5,7590.0%0.28%
+2.2%
Q1 2017$358,000
-29.8%
5,759
-33.3%
0.28%
-31.2%
Q4 2016$510,000
+39.0%
8,634
+51.9%
0.40%
+29.9%
Q3 2016$367,000
-18.4%
5,684
-12.3%
0.31%
-20.4%
Q2 2016$450,000
+11.4%
6,4840.0%0.39%
+12.8%
Q1 2016$404,000
+5.5%
6,4840.0%0.34%
+3.6%
Q4 2015$383,000
+2.1%
6,4840.0%0.33%
-7.3%
Q3 2015$375,000
-1.8%
6,4840.0%0.36%
+14.1%
Q2 2015$382,000
-13.4%
6,4840.0%0.31%
-17.4%
Q1 2015$441,000
-3.1%
6,4840.0%0.38%
-2.8%
Q4 2014$455,000
+10.2%
6,4840.0%0.39%
+8.0%
Q3 2014$413,000
-4.0%
6,484
-3.0%
0.36%
-6.2%
Q2 2014$430,000
+77.0%
6,684
+65.0%
0.38%
+72.6%
Q1 2014$243,000
+0.4%
4,050
+2.5%
0.22%
-4.3%
Q4 2013$242,0003,9500.23%
Other shareholders
WP CAREY INC shareholders Q3 2014
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 246,666$22,077,0009.22%
GSI Capital Advisors LLC 104,500$9,353,0005.49%
Seneca House Advisors 52,799$4,726,0004.47%
Gruss & Co., LLC 39,277$3,515,0004.28%
INSPIRION WEALTH ADVISORS, LLC 94,901$8,494,0003.72%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 82,207$7,358,0002.70%
KARPAS STRATEGIES, LLC 73,275$6,558,0002.65%
A. D. Beadell Investment Counsel, Inc. 32,398$2,899,0002.50%
Stellar Capital Management, LLC 40,885$3,659,0002.36%
Rench Wealth Management, Inc. 38,584$3,453,0002.23%
View complete list of WP CAREY INC shareholders