Insight Wealth Partners, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 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
Insight Wealth Partners, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$499,807
-20.0%
9,2420.0%0.10%
-33.1%
Q2 2023$624,390
-12.8%
9,2420.0%0.14%
-9.9%
Q1 2023$715,793
-6.8%
9,242
-6.0%
0.16%
-72.0%
Q4 2022$768,371
+12.0%
9,8320.0%0.58%
-11.1%
Q3 2022$686,000
-15.8%
9,8320.0%0.65%
+5.5%
Q2 2022$815,000
+0.6%
9,832
-1.8%
0.61%
+36.2%
Q1 2022$810,000
-1.5%
10,0140.0%0.45%
+192.2%
Q4 2021$822,000
+12.4%
10,0140.0%0.15%
-60.7%
Q3 2021$731,000
-2.1%
10,0140.0%0.39%
-1.5%
Q2 2021$747,000
-1.2%
10,014
-6.3%
0.40%
+7.0%
Q1 2021$756,000
-2.5%
10,686
-2.7%
0.37%
-21.5%
Q4 2020$775,000
+8.2%
10,9830.0%0.47%
-30.7%
Q3 2020$716,000
-3.6%
10,9830.0%0.68%
-10.4%
Q2 2020$743,000
+16.5%
10,9830.0%0.76%
-8.3%
Q1 2020$638,000
-28.2%
10,983
-1.1%
0.83%
-5.7%
Q4 2019$889,00011,1030.88%
Other shareholders
WP CAREY INC shareholders Q1 2023
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