NewFocus Financial Group, LLC - 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
NewFocus Financial Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2020$2,812,000
+9.5%
39,847
+1.1%
0.83%
-3.3%
Q3 2020$2,567,000
-4.6%
39,399
-1.0%
0.86%
-11.3%
Q2 2020$2,691,000
+20.0%
39,777
+3.0%
0.96%
-6.9%
Q1 2020$2,243,000
-26.1%
38,620
+1.8%
1.04%
-12.6%
Q4 2019$3,036,000
-10.0%
37,926
+0.6%
1.18%
-19.9%
Q3 2019$3,373,000
+11.9%
37,682
+1.5%
1.48%
+6.1%
Q2 2019$3,013,000
+4.2%
37,112
+0.5%
1.40%
-3.3%
Q1 2019$2,892,000
+21.4%
36,926
+1.3%
1.44%
+2.6%
Q4 2018$2,382,000
-3.6%
36,461
-5.2%
1.41%
+5.2%
Q3 2018$2,472,000
-0.2%
38,444
+3.0%
1.34%
-10.5%
Q2 2018$2,477,000
+8.4%
37,335
+1.3%
1.49%
+3.9%
Q1 2018$2,285,000
-11.2%
36,861
-1.3%
1.44%
-8.4%
Q4 2017$2,574,000
+6.1%
37,354
+3.8%
1.57%
-0.5%
Q3 2017$2,426,000
+4.6%
35,995
+2.4%
1.58%
+20.3%
Q2 2017$2,320,000
+8.3%
35,141
+2.0%
1.31%
-0.9%
Q1 2017$2,143,00034,4411.32%
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