Avior Wealth Management, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 763 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
Avior Wealth Management, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$75,189
-21.6%
1,365
-19.6%
0.00%
-25.0%
Q1 2024$95,871
-23.4%
1,698
-12.1%
0.00%
-50.0%
Q4 2023$125,233
+6.4%
1,932
-11.2%
0.01%0.0%
Q3 2023$117,711
-10.2%
2,176
+12.2%
0.01%
-11.1%
Q2 2023$131,064
+12.2%
1,939
+28.7%
0.01%
+12.5%
Q1 2023$116,771
+33.8%
1,507
+35.0%
0.01%
+14.3%
Q4 2022$87,258
+28.3%
1,116
+14.0%
0.01%
+16.7%
Q3 2022$68,000
+4.6%
979
+23.0%
0.01%
-14.3%
Q2 2022$65,000
+3.2%
796
+1.3%
0.01%
+40.0%
Q1 2022$63,000
+18.9%
786
+20.6%
0.01%
+25.0%
Q4 2021$53,000
+12.8%
652
+1.4%
0.00%0.0%
Q3 2021$47,0000.0%643
+1.3%
0.00%
-20.0%
Q2 2021$47,000
+88.0%
635
+78.9%
0.01%
+66.7%
Q1 2021$25,000
+4.2%
355
+1.4%
0.00%0.0%
Q4 2020$24,0003500.00%
Other shareholders
WP CAREY INC shareholders Q4 2021
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders