Lindbrook Capital, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. 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
Lindbrook Capital, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$45,373
-68.7%
839
-60.9%
0.01%
-66.7%
Q2 2023$145,017
-13.6%
2,146
-1.0%
0.02%
-25.0%
Q1 2023$167,876
+4.3%
2,168
+5.3%
0.02%0.0%
Q4 2022$160,915
+9.5%
2,059
-2.2%
0.02%
-20.0%
Q3 2022$147,000
-15.5%
2,106
+0.0%
0.02%
-13.8%
Q2 2022$174,000
+5.5%
2,105
+3.1%
0.03%
+16.0%
Q1 2022$165,000
+217.3%
2,041
+219.9%
0.02%
+212.5%
Q4 2021$52,000
+23.8%
638
+11.3%
0.01%
-27.3%
Q3 2021$42,000
-2.3%
5730.0%0.01%
+10.0%
Q2 2021$43,000
+10.3%
573
+2.9%
0.01%
+11.1%
Q1 2021$39,000
+14.7%
557
+15.3%
0.01%
+12.5%
Q4 2020$34,000
-8.1%
483
-14.7%
0.01%
-20.0%
Q3 2020$37,0000.0%566
+2.2%
0.01%
-9.1%
Q2 2020$37,000
+48.0%
554
+30.4%
0.01%
+22.2%
Q1 2020$25,000
+31.6%
425
+75.6%
0.01%
+28.6%
Q4 2019$19,000
-13.6%
2420.0%0.01%
-12.5%
Q3 2019$22,000
+83.3%
242
+51.2%
0.01%
+60.0%
Q2 2019$12,0000.0%1600.0%0.01%0.0%
Q1 2019$12,000
+20.0%
1600.0%0.01%0.0%
Q4 2018$10,0001600.01%
Other shareholders
WP CAREY INC shareholders Q1 2023
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