Certified Advisory Corp - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 420 filers reported holding WP CAREY INC in Q4 2017. The put-call ratio across all filers is 0.51 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
Certified Advisory Corp ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$46,996
-20.0%
8690.0%0.01%
-18.2%
Q2 2023$58,709
-54.4%
869
-47.7%
0.01%
-52.2%
Q1 2023$128,708
-46.8%
1,662
-52.0%
0.02%
-58.2%
Q3 2022$242,000
+12000.0%
3,464
+15645.5%
0.06%
Q2 2022$2,000
-98.4%
22
-98.5%
0.00%
-100.0%
Q1 2022$123,000
+6050.0%
1,514
+6781.8%
0.03%
Q3 2021$2,000
-94.9%
22
-95.9%
0.00%
-100.0%
Q1 2021$39,000
+50.0%
541
+37.7%
0.01%
+11.1%
Q2 2020$26,000
+18.2%
393
+0.8%
0.01%0.0%
Q1 2020$22,000
-24.1%
390
+6.6%
0.01%0.0%
Q4 2019$29,000
-12.1%
366
+0.5%
0.01%
-18.2%
Q3 2019$33,000
+13.8%
364
+0.6%
0.01%0.0%
Q2 2019$29,000
-72.9%
362
-73.4%
0.01%
-75.6%
Q1 2019$107,000
+20.2%
1,3600.0%0.04%
-2.2%
Q4 2018$89,000
+15.6%
1,360
+13.3%
0.05%
+27.8%
Q3 2018$77,000
-3.8%
1,2000.0%0.04%
-18.2%
Q2 2018$80,000
+566.7%
1,200
+500.0%
0.04%
+528.6%
Q1 2018$12,000
-7.7%
2000.0%0.01%
-22.2%
Q4 2017$13,0002000.01%
Other shareholders
WP CAREY INC shareholders Q4 2017
NameSharesValueWeighting ↓
Gruss & Co., LLC 97,377$6,284,0007.85%
Rock Point Advisors, LLC 120,880$7,800,0004.08%
WELCH CAPITAL PARTNERS LLC/NY 151,890$9,801,0003.19%
Rench Wealth Management, Inc. 56,603$3,653,0002.95%
PRING TURNER CAPITAL GROUP INC 32,785$2,116,0002.55%
KARPAS STRATEGIES, LLC 77,050$4,972,0002.43%
BERKSHIRE ASSET MANAGEMENT LLC/PA 257,949$16,645,0002.39%
A. D. Beadell Investment Counsel, Inc. 36,931$2,383,0001.99%
BAR HARBOR TRUST SERVICES 57,230$3,692,0001.96%
RPg Family Wealth Advisory, LLC 42,632$2,751,042,0001.95%
View complete list of WP CAREY INC shareholders