Braun-Bostich & Associates Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 594 filers reported holding WP CAREY INC in Q3 2019. The put-call ratio across all filers is 1.87 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
Braun-Bostich & Associates Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2020$242,000
-4.0%
3,7210.0%0.24%
-2.0%
Q2 2020$252,000
-1.2%
3,721
-20.0%
0.25%
-24.3%
Q1 2020$255,000
-30.5%
4,6510.0%0.32%
-10.0%
Q4 2019$367,000
-11.8%
4,6510.0%0.36%
-25.4%
Q3 2019$416,000
+10.1%
4,6510.0%0.48%
+22.5%
Q2 2019$378,000
-8.9%
4,651
-12.3%
0.40%
-8.6%
Q1 2019$415,000
+8.1%
5,302
-9.9%
0.43%
+6.1%
Q4 2018$384,000
+426.0%
5,884
+420.7%
0.41%
+481.4%
Q3 2018$73,000
+4.3%
1,1300.0%0.07%
+14.8%
Q1 2018$70,000
-10.3%
1,1300.0%0.06%
-7.6%
Q4 2017$78,0001,1300.07%
Other shareholders
WP CAREY INC shareholders Q3 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