Capital Analysts, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 11 filers reported holding WP CAREY INC in Q1 2013. The put-call ratio across all filers is - and the average weighting 0.6%.

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
Capital Analysts, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$520.0%937
+0.8%
0.00%0.0%
Q1 2024$52
-13.3%
930
+0.5%
0.00%
-33.3%
Q4 2023$60
+20.0%
925
+1.0%
0.00%0.0%
Q3 2023$50
-19.4%
916
+0.7%
0.00%0.0%
Q2 2023$62
-11.4%
910
+0.7%
0.00%
-25.0%
Q1 2023$70
+7.7%
904
+9.0%
0.00%0.0%
Q4 2022$65
-99.9%
829
+18.6%
0.00%
+33.3%
Q3 2022$49,000
-14.0%
699
+0.7%
0.00%
-25.0%
Q2 2022$57,000
+9.6%
694
+8.6%
0.00%
+33.3%
Q1 2022$52,000
+48.6%
639
+49.3%
0.00%
+50.0%
Q4 2021$35,000
+12.9%
428
+1.2%
0.00%0.0%
Q3 2021$31,000
+14.8%
423
+14.9%
0.00%0.0%
Q2 2021$27,000
+3.8%
368
+1.4%
0.00%0.0%
Q1 2021$26,000
+4.0%
363
+2.5%
0.00%0.0%
Q4 2020$25,000
+8.7%
3540.0%0.00%0.0%
Q3 2020$23,000
-4.2%
3540.0%0.00%
-33.3%
Q2 2020$24,000
+20.0%
354
+1.4%
0.00%
+50.0%
Q1 2020$20,000
-60.8%
349
-45.6%
0.00%
-60.0%
Q4 2019$51,000
-10.5%
6410.0%0.01%
-16.7%
Q3 2019$57,000
+9.6%
6410.0%0.01%0.0%
Q2 2019$52,000
+136.4%
641
+119.5%
0.01%
+100.0%
Q1 2019$22,000
+15.8%
2920.0%0.00%
+50.0%
Q4 2018$19,000
-99.9%
292
+24.3%
0.00%
-60.0%
Q2 2013$15,549,000
-1.8%
2350.0%0.01%0.0%
Q1 2013$15,839,000
+29.2%
2350.0%0.01%0.0%
Q4 2012$12,255,0002350.01%
Other shareholders
WP CAREY INC shareholders Q1 2013
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