MA Private Wealth - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 644 filers reported holding WP CAREY INC in Q1 2021. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.

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
MA Private Wealth ownership history of WP CAREY INC
ValueSharesWeighting
Q4 2022$277,035
+9.9%
3,5450.0%0.07%
+6.3%
Q3 2022$252,000
-13.4%
3,5450.0%0.06%
-11.3%
Q2 2022$291,000
+2.1%
3,545
+0.5%
0.07%
+36.5%
Q1 2022$285,000
-1.0%
3,527
+0.5%
0.05%0.0%
Q4 2021$288,000
+12.9%
3,509
+0.5%
0.05%
+4.0%
Q3 2021$255,000
-1.5%
3,491
+0.5%
0.05%
-2.0%
Q2 2021$259,000
+6.1%
3,473
+0.6%
0.05%0.0%
Q1 2021$244,000
+9.9%
3,454
+1.2%
0.05%
-1.9%
Q3 2020$222,000
-3.5%
3,414
+0.6%
0.05%
-10.3%
Q2 2020$230,000
-14.5%
3,394
+1.0%
0.06%
-30.1%
Q4 2019$269,000
-10.0%
3,360
+0.4%
0.08%
-1.2%
Q3 2019$299,000
+10.7%
3,346
+0.4%
0.08%
+6.3%
Q2 2019$270,000
+3.8%
3,332
+0.5%
0.08%
-4.8%
Q1 2019$260,000
+20.4%
3,316
+0.5%
0.08%
+1.2%
Q4 2018$216,0003,2990.08%
Other shareholders
WP CAREY INC shareholders Q1 2021
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