Glassman Wealth Services - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 353 filers reported holding WP CAREY INC in Q3 2016. The put-call ratio across all filers is 1.02 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
Glassman Wealth Services ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$161,267
-19.4%
2,982
+0.7%
0.03%
-18.8%
Q2 2023$200,113
-29.2%
2,962
-18.9%
0.03%
-34.7%
Q1 2023$282,770
-0.2%
3,651
+0.7%
0.05%
-5.8%
Q4 2022$283,450
+12.5%
3,627
+0.3%
0.05%
-3.7%
Q3 2022$252,000
-14.9%
3,616
+1.1%
0.05%
-11.5%
Q2 2022$296,000
+2.4%
3,5750.0%0.06%
+15.1%
Q1 2022$289,000
-3.7%
3,575
-2.3%
0.05%
-3.6%
Q4 2021$300,000
+15.4%
3,658
+2.6%
0.06%0.0%
Q3 2021$260,000
-2.3%
3,5640.0%0.06%
-1.8%
Q2 2021$266,000
+5.6%
3,5640.0%0.06%
+3.7%
Q1 2021$252,000
-50.0%
3,564
-50.0%
0.05%
-6.9%
Q4 2020$504,000
+995.7%
7,128
+908.2%
0.06%
+346.2%
Q3 2020$46,000
+12.2%
707
+15.7%
0.01%0.0%
Q2 2020$41,000
+28.1%
611
+10.5%
0.01%
+8.3%
Q1 2020$32,000
-27.3%
553
+0.9%
0.01%
-29.4%
Q4 2019$44,000
-10.2%
5480.0%0.02%
-15.0%
Q3 2019$49,000
+11.4%
5480.0%0.02%
+11.1%
Q2 2019$44,000
+2.3%
5480.0%0.02%
-5.3%
Q1 2019$43,000
+19.4%
548
+0.6%
0.02%0.0%
Q4 2018$36,000
+2.9%
5450.0%0.02%
+18.8%
Q3 2018$35,000
-34.0%
545
-32.4%
0.02%
-38.5%
Q2 2018$53,000
+55.9%
806
+47.9%
0.03%
+23.8%
Q1 2018$34,000
-10.5%
5450.0%0.02%
-8.7%
Q4 2017$38,000
+2.7%
5450.0%0.02%
-4.2%
Q3 2017$37,000
+2.8%
5450.0%0.02%0.0%
Q2 2017$36,000
+5.9%
5450.0%0.02%0.0%
Q1 2017$34,000
+6.2%
5450.0%0.02%
+4.3%
Q4 2016$32,000
-8.6%
5450.0%0.02%
-20.7%
Q3 2016$35,000
-7.9%
5450.0%0.03%
-12.1%
Q2 2016$38,000
+11.8%
5450.0%0.03%
+6.5%
Q1 2016$34,000
+6.2%
5450.0%0.03%
+6.9%
Q4 2015$32,0000.0%5450.0%0.03%0.0%
Q3 2015$32,0000.0%5450.0%0.03%
+11.5%
Q2 2015$32,000
-13.5%
5450.0%0.03%
-13.3%
Q1 2015$37,000
-2.6%
5450.0%0.03%
+7.1%
Q4 2014$38,0005450.03%
Other shareholders
WP CAREY INC shareholders Q3 2016
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders