Ellis Investment Partners, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 795 filers reported holding WP CAREY INC in Q2 2022. The put-call ratio across all filers is 0.41 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
Ellis Investment Partners, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2022$173,000
-15.6%
2,4830.0%0.05%
-12.7%
Q2 2022$205,000
+2.5%
2,4830.0%0.06%
+17.0%
Q1 2022$200,000
-1.5%
2,4830.0%0.05%0.0%
Q4 2021$203,000
+12.2%
2,4830.0%0.05%
+2.2%
Q3 2021$181,000
-2.2%
2,4830.0%0.05%
-2.1%
Q2 2021$185,000
+6.9%
2,483
+1.4%
0.05%
-2.1%
Q1 2021$173,000
+1.8%
2,448
+1.6%
0.05%
-7.7%
Q4 2020$170,000
-3.4%
2,410
-10.8%
0.05%
-16.1%
Q3 2020$176,000
-3.8%
2,703
+1.5%
0.06%
-10.1%
Q2 2020$183,000
+976.5%
2,662
+731.9%
0.07%
+762.5%
Q1 2020$17,000
-29.2%
320
+1.3%
0.01%0.0%
Q4 2019$24,000
-14.3%
316
+1.3%
0.01%
-20.0%
Q3 2019$28,000
+16.7%
312
+1.0%
0.01%
+11.1%
Q2 2019$24,0003090.01%
Other shareholders
WP CAREY INC shareholders Q2 2022
NameSharesValueWeighting ↓
Gruss & Co., LLC 97,377$6,271,0007.12%
Rock Point Advisors, LLC 164,212$10,575,0004.62%
BERKSHIRE ASSET MANAGEMENT LLC/PA 261,404$16,834,0003.12%
KARPAS STRATEGIES, LLC 82,400$5,307,0002.66%
Harrison Street Securities, LLC 85,317$5,494,0002.43%
Stellar Capital Management, LLC 25,055$1,614,0001.78%
Markel Corporation 950,200$61,193,0001.74%
Zhang Financial LLC 39,309$2,531,0001.70%
LAFFER TENGLER INVESTMENTS, INC. 160,492$10,335,704,0001.59%
NORTHSTAR INVESTMENT ADVISORS LLC 95,271$6,135,0001.58%
View complete list of WP CAREY INC shareholders