CG Asset Management LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 326 filers reported holding WP CAREY INC in Q2 2015. The put-call ratio across all filers is 0.49 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
CG Asset Management LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2016$632,000
-12.6%
10,700
-4.5%
0.24%
-12.6%
Q3 2016$723,000
-8.6%
11,200
-1.8%
0.27%
-14.8%
Q2 2016$791,000
-6.5%
11,400
-16.2%
0.32%
-6.2%
Q1 2016$846,000
-10.9%
13,600
-15.5%
0.34%
-10.3%
Q4 2015$950,000
-5.0%
16,100
-6.9%
0.38%
-10.9%
Q3 2015$1,000,000
-8.8%
17,300
-7.0%
0.42%
+1.2%
Q2 2015$1,096,000
-29.9%
18,600
-19.1%
0.42%
-31.2%
Q1 2015$1,564,000
-7.2%
23,000
-4.4%
0.61%
-8.6%
Q4 2014$1,686,000
+29.3%
24,050
+17.6%
0.66%
+23.8%
Q3 2014$1,304,000
+8.6%
20,450
+9.7%
0.54%
+5.7%
Q2 2014$1,201,000
+9.6%
18,650
+2.2%
0.51%
+3.0%
Q1 2014$1,096,000
+124.6%
18,250
+129.6%
0.49%
+121.1%
Q4 2013$488,0007,9500.22%
Other shareholders
WP CAREY INC shareholders Q2 2015
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