FLC Capital Advisors - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 633 filers reported holding WP CAREY INC in Q4 2019. The put-call ratio across all filers is 1.15 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
FLC Capital Advisors ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2023$907,466
-37.7%
13,432
-28.6%
0.26%
-40.4%
Q1 2023$1,456,757
-7.7%
18,809
-6.8%
0.44%
-9.4%
Q4 2022$1,577,692
+12.2%
20,188
+0.2%
0.49%
+0.6%
Q3 2022$1,406,000
-15.8%
20,1400.0%0.49%
-12.2%
Q2 2022$1,669,000
+6.2%
20,140
+3.6%
0.56%
+26.1%
Q1 2022$1,571,000
+20.8%
19,438
+22.6%
0.44%
+21.8%
Q4 2021$1,301,000
+9.5%
15,854
-2.5%
0.36%
+3.4%
Q3 2021$1,188,000
-2.9%
16,261
-0.8%
0.35%
-2.8%
Q2 2021$1,223,000
+5.4%
16,3910.0%0.36%
-0.8%
Q1 2021$1,160,000
+3.3%
16,391
+3.0%
0.36%
-2.7%
Q4 2020$1,123,000
+5.2%
15,908
-1.2%
0.37%
-4.4%
Q3 2020$1,067,000
-5.5%
16,108
-3.7%
0.39%
-12.9%
Q2 2020$1,129,000
+27.7%
16,719
+3.2%
0.45%
+9.0%
Q1 2020$884,000
-14.4%
16,206
+25.5%
0.41%
-0.7%
Q4 2019$1,033,000
-10.6%
12,9090.0%0.41%
-15.5%
Q3 2019$1,155,000
-11.6%
12,909
-17.6%
0.49%
-8.9%
Q2 2019$1,307,000
+6.5%
15,6630.0%0.54%
-3.1%
Q1 2019$1,227,000
+30.0%
15,663
+8.4%
0.56%
-12.7%
Q4 2018$944,00014,4510.64%
Other shareholders
WP CAREY INC shareholders Q4 2019
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