ROPES WEALTH ADVISORS LLC - 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
ROPES WEALTH ADVISORS LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2020$71,000
-21.1%
1,000
-27.3%
0.01%
-35.3%
Q3 2020$90,000
-3.2%
1,3760.0%0.02%
-10.5%
Q2 2020$93,000
-7.0%
1,376
-20.3%
0.02%
-24.0%
Q1 2020$100,000
-27.5%
1,7260.0%0.02%
-16.7%
Q4 2019$138,000
-10.4%
1,7260.0%0.03%
-9.1%
Q3 2019$154,000
-14.9%
1,726
-22.5%
0.03%
-13.2%
Q2 2019$181,000
+4.0%
2,2260.0%0.04%
-17.4%
Q1 2019$174,000
+20.0%
2,2260.0%0.05%
+9.5%
Q4 2018$145,000
-3.3%
2,226
-4.3%
0.04%
+13.5%
Q3 2018$150,000
-2.6%
2,3260.0%0.04%
-11.9%
Q2 2018$154,000
+6.9%
2,3260.0%0.04%
+7.7%
Q1 2018$144,000
-10.0%
2,3260.0%0.04%
-7.1%
Q4 2017$160,000
+1.9%
2,3260.0%0.04%
-2.3%
Q3 2017$157,000
+1.9%
2,3260.0%0.04%
-2.3%
Q2 2017$154,000
+6.2%
2,3260.0%0.04%
+4.8%
Q1 2017$145,000
+5.8%
2,3260.0%0.04%
-2.3%
Q4 2016$137,000
-8.7%
2,3260.0%0.04%
-15.7%
Q3 2016$150,000
-6.8%
2,3260.0%0.05%
-8.9%
Q2 2016$161,000
+11.0%
2,3260.0%0.06%
-12.5%
Q1 2016$145,000
+5.8%
2,3260.0%0.06%
+6.7%
Q4 2015$137,000
+2.2%
2,3260.0%0.06%
-14.3%
Q3 2015$134,000
-2.2%
2,3260.0%0.07%
-5.4%
Q2 2015$137,000
-13.3%
2,3260.0%0.07%
-9.8%
Q1 2015$158,0002,3260.08%
Other shareholders
WP CAREY INC shareholders Q1 2017
NameSharesValueWeighting ↓
Gruss & Co., LLC 97,377$6,284,0007.85%
Rock Point Advisors, LLC 120,880$7,800,0004.08%
WELCH CAPITAL PARTNERS LLC/NY 151,890$9,801,0003.19%
Rench Wealth Management, Inc. 56,603$3,653,0002.95%
PRING TURNER CAPITAL GROUP INC 32,785$2,116,0002.55%
KARPAS STRATEGIES, LLC 77,050$4,972,0002.43%
BERKSHIRE ASSET MANAGEMENT LLC/PA 257,949$16,645,0002.39%
A. D. Beadell Investment Counsel, Inc. 36,931$2,383,0001.99%
BAR HARBOR TRUST SERVICES 57,230$3,692,0001.96%
RPg Family Wealth Advisory, LLC 42,632$2,751,042,0001.95%
View complete list of WP CAREY INC shareholders