Gradient Capital Advisors, 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
Gradient Capital Advisors, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,837,708
-22.9%
33,981
-3.7%
0.77%
-19.7%
Q2 2023$2,384,616
-14.0%
35,296
-1.4%
0.96%
-18.9%
Q1 2023$2,771,423
+3.5%
35,783
+4.4%
1.18%
-3.1%
Q4 2022$2,678,828
+12.9%
34,278
+0.9%
1.22%
+7.4%
Q3 2022$2,372,000
-9.4%
33,988
+7.6%
1.13%
-9.8%
Q2 2022$2,618,000
+6.2%
31,599
+3.7%
1.26%
+20.3%
Q1 2022$2,464,000
-0.4%
30,479
+1.1%
1.04%
+1.5%
Q4 2021$2,473,000
+13.8%
30,135
+1.3%
1.03%
+3.3%
Q3 2021$2,173,000
-0.2%
29,751
+2.0%
1.00%
-2.4%
Q2 2021$2,177,000
+14.7%
29,181
+8.8%
1.02%
+1.5%
Q1 2021$1,898,000
+0.3%
26,827
+0.0%
1.00%
-6.9%
Q4 2020$1,893,000
+9.9%
26,821
+1.5%
1.08%
+0.4%
Q3 2020$1,722,000
-4.1%
26,423
-0.4%
1.08%
-11.4%
Q2 2020$1,795,000
+15.4%
26,541
-0.8%
1.21%
-3.3%
Q1 2020$1,555,000
-32.2%
26,765
-6.6%
1.26%
-21.4%
Q4 2019$2,294,000
-12.1%
28,656
-1.7%
1.60%
-18.1%
Q3 2019$2,610,000
+6.6%
29,157
-3.4%
1.95%
+3.6%
Q2 2019$2,449,000
-19.1%
30,168
-22.0%
1.88%
-22.1%
Q1 2019$3,029,000
-11.2%
38,672
-26.0%
2.42%
-18.1%
Q4 2018$3,412,000
+1556.3%
52,226
+1528.5%
2.95%
+1594.3%
Q3 2018$206,000
-3.3%
3,2070.0%0.17%
-12.1%
Q2 2018$213,0003,2070.20%
Other shareholders
WP CAREY INC shareholders Q1 2019
NameSharesValueWeighting ↓
Orinda Asset Management LLC 45,000$3,044,0005.78%
Alden Global Capital LLC 193,400$13,084,0005.62%
HGI Capital Management, LLC 122,940$8,317,0005.13%
Ranger Global Real Estate Advisors, LLC 369,053$24,966,0005.02%
Capital Square, LLC 49,971$3,380,0003.62%
EWG Elevate Inc. 77,976$5,275,0003.56%
Seneca House Advisors 60,764$4,111,0003.48%
RVB CAPITAL MANAGEMENT LLC 12,500$846,0003.41%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 94,718$6,408,0002.62%
Stellar Capital Management, LLC 81,537$6,409,0002.12%
View complete list of WP CAREY INC shareholders