NEXT Financial Group, Inc - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 354 filers reported holding WP CAREY INC in Q1 2017. The put-call ratio across all filers is 0.58 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
NEXT Financial Group, Inc ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2021$644,000
+29.6%
7,853
+15.4%
0.04%
+7.7%
Q3 2021$497,000
+29.1%
6,806
+32.0%
0.04%
+25.8%
Q2 2021$385,000
+8.5%
5,156
+2.9%
0.03%
-3.1%
Q1 2021$355,000
-10.1%
5,012
-10.4%
0.03%
-15.8%
Q4 2020$395,000
+16.9%
5,596
+7.8%
0.04%
+5.6%
Q3 2020$338,000
-4.0%
5,190
-0.2%
0.04%
-12.2%
Q2 2020$352,000
+16.6%
5,201
-0.1%
0.04%
+5.1%
Q1 2020$302,000
-43.9%
5,204
-22.5%
0.04%
-30.4%
Q4 2019$538,000
-23.5%
6,716
-14.5%
0.06%
-26.3%
Q3 2019$703,000
+14.1%
7,853
+3.4%
0.08%
+15.2%
Q2 2019$616,000
+105.3%
7,592
+98.4%
0.07%
-13.2%
Q1 2019$300,000
-48.4%
3,827
-56.9%
0.08%
-37.2%
Q4 2018$581,000
+2426.1%
8,885
+2431.3%
0.12%
+1000.0%
Q3 2018$23,000
-72.6%
351
-71.1%
0.01%
-52.2%
Q3 2017$84,000
-99.8%
1,214
+120.7%
0.02%
+155.6%
Q2 2017$36,000,000
+5.9%
5500.0%0.01%0.0%
Q1 2017$34,000,000
-88.2%
550
-88.7%
0.01%
-82.4%
Q4 2016$289,000,000
+91646.0%
4,8850.0%0.05%
-10.5%
Q3 2016$315,000
+728.9%
4,885
+788.2%
0.06%
+375.0%
Q2 2016$38,000
+11.8%
5500.0%0.01%0.0%
Q1 2016$34,000
+6.2%
5500.0%0.01%0.0%
Q4 2015$32,000
+3.2%
5500.0%0.01%
+9.1%
Q3 2015$31,000
-3.1%
5500.0%0.01%0.0%
Q2 2015$32,000
-13.5%
5500.0%0.01%
-8.3%
Q1 2015$37,000
-47.1%
550
-45.0%
0.01%
-47.8%
Q4 2014$70,000
-82.1%
1,000
-83.7%
0.02%
-70.5%
Q3 2014$392,0006,1530.08%
Other shareholders
WP CAREY INC shareholders Q1 2017
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