GPS Wealth Strategies Group, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 763 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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
GPS Wealth Strategies Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$229,242
-2.7%
4,164
-0.3%
0.03%
-10.5%
Q1 2024$235,619
-40.9%
4,175
-32.1%
0.04%
-47.9%
Q4 2023$398,520
+14.5%
6,149
-4.5%
0.07%
+9.0%
Q3 2023$348,082
-23.4%
6,436
-4.3%
0.07%
-21.2%
Q2 2023$454,549
-14.6%
6,728
-2.1%
0.08%
-22.7%
Q1 2023$532,260
+15.5%
6,872
+4.0%
0.11%
-5.2%
Q3 2022$461,000
+38.4%
6,610
+64.4%
0.12%
+36.5%
Q2 2022$333,000
+3.1%
4,021
+0.7%
0.08%
+16.4%
Q1 2022$323,000
-18.8%
3,994
-17.6%
0.07%
-17.0%
Q4 2021$398,000
+5.0%
4,845
-6.6%
0.09%
-6.4%
Q3 2021$379,000
-1.3%
5,186
+0.8%
0.09%
-4.1%
Q2 2021$384,000
+5.5%
5,147
+0.1%
0.10%
-8.4%
Q1 2021$364,000
+3.4%
5,144
+3.2%
0.11%
-13.0%
Q4 2020$352,000
-2.5%
4,985
-9.9%
0.12%
-15.8%
Q3 2020$361,0005,5330.15%
Other shareholders
WP CAREY INC shareholders Q4 2021
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