Legacy Financial Advisors, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 434 filers reported holding WP CAREY INC in Q2 2018. The put-call ratio across all filers is 0.74 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
Legacy Financial Advisors, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2020$2,079,000
+2.9%
30,7260.0%0.75%
-0.3%
Q1 2020$2,021,000
-17.8%
30,7260.0%0.75%
-3.7%
Q4 2019$2,459,000
-10.6%
30,7260.0%0.78%
-14.9%
Q3 2019$2,750,000
+10.3%
30,7260.0%0.91%
+3.6%
Q2 2019$2,494,000
+2.6%
30,726
-1.0%
0.88%
+7.0%
Q1 2019$2,431,000
+31.1%
31,031
+9.3%
0.82%
+14.8%
Q4 2018$1,855,000
+3.9%
28,393
+2.2%
0.72%
+11.0%
Q3 2018$1,786,000
+87.2%
27,787
+94.5%
0.65%
+78.7%
Q2 2018$954,000
+4.1%
14,287
-3.4%
0.36%
-0.5%
Q1 2018$916,000
-9.1%
14,785
+1.0%
0.36%
-12.1%
Q4 2017$1,008,00014,6400.41%
Other shareholders
WP CAREY INC shareholders Q2 2018
NameSharesValueWeighting ↓
Rock Point Advisors, LLC 125,724$7,794,0003.84%
Gruss & Co., LLC 50,277$3,117,0003.15%
PRING TURNER CAPITAL GROUP INC 34,125$2,115,0002.20%
RPg Family Wealth Advisory, LLC 41,085$2,546,859,0002.09%
KARPAS STRATEGIES, LLC 75,450$4,677,0002.03%
Seneca House Advisors 37,423$2,320,0001.94%
A. D. Beadell Investment Counsel, Inc. 36,296$2,250,0001.94%
NORTHSTAR INVESTMENT ADVISORS LLC 147,785$9,161,0001.94%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 77,594$4,810,024,0001.89%
BERKSHIRE ASSET MANAGEMENT LLC/PA 310,288$19,235,0001.87%
View complete list of WP CAREY INC shareholders