INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 566 filers reported holding WP CAREY INC in Q1 2019. The put-call ratio across all filers is 0.36 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$71,332
-20.0%
1,3190.0%0.01%
-14.3%
Q2 2023$89,112
-12.8%
1,3190.0%0.01%
-17.6%
Q1 2023$102,157
-0.9%
1,3190.0%0.02%0.0%
Q4 2022$103,080
+12.0%
1,3190.0%0.02%
+6.2%
Q3 2022$92,000
-15.6%
1,3190.0%0.02%
-15.8%
Q2 2022$109,000
+1.9%
1,3190.0%0.02%
+11.8%
Q1 2022$107,000
-0.9%
1,3190.0%0.02%0.0%
Q4 2021$108,000
+12.5%
1,3190.0%0.02%
+13.3%
Q3 2021$96,000
-2.0%
1,3190.0%0.02%
-6.2%
Q2 2021$98,000
+5.4%
1,3190.0%0.02%
-11.1%
Q1 2021$93,0000.0%1,3190.0%0.02%
-10.0%
Q4 2020$93,000
+8.1%
1,3190.0%0.02%0.0%
Q3 2020$86,000
-3.4%
1,3190.0%0.02%
+11.1%
Q2 2020$89,000
+15.6%
1,3190.0%0.02%0.0%
Q1 2020$77,000
-27.4%
1,3190.0%0.02%
-18.2%
Q4 2019$106,000
-10.2%
1,3190.0%0.02%
-15.4%
Q3 2019$118,000
+10.3%
1,3190.0%0.03%
+13.0%
Q2 2019$107,000
+3.9%
1,3190.0%0.02%
+4.5%
Q1 2019$103,000
+19.8%
1,3190.0%0.02%
+15.8%
Q4 2018$86,000
-24.6%
1,319
-25.4%
0.02%
-17.4%
Q3 2018$114,000
-2.6%
1,7690.0%0.02%
-4.2%
Q2 2018$117,000
-28.2%
1,769
-32.7%
0.02%
-29.4%
Q1 2018$163,000
-60.3%
2,627
-56.0%
0.03%
-57.0%
Q4 2017$411,000
+39.8%
5,969
+36.6%
0.08%
+33.9%
Q3 2017$294,000
+34.2%
4,369
+31.6%
0.06%
+9.3%
Q2 2017$219,000
+5.8%
3,3190.0%0.05%
-15.6%
Q1 2017$207,0003,3190.06%
Other shareholders
WP CAREY INC shareholders Q1 2019
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