HBW ADVISORY SERVICES LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 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
HBW ADVISORY SERVICES LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,822
+44.6%
33,693
+80.6%
0.38%
+39.2%
Q2 2023$1,260
-7.3%
18,651
+6.3%
0.27%
-19.5%
Q1 2023$1,359
+18.0%
17,544
+19.1%
0.34%
+11.9%
Q4 2022$1,152
-99.9%
14,734
-3.3%
0.30%
+2.4%
Q3 2022$1,063,000
-12.4%
15,233
+4.1%
0.30%
-5.4%
Q2 2022$1,213,000
+155.9%
14,639
+149.4%
0.31%
+88.6%
Q1 2022$474,000
+12.1%
5,869
+13.8%
0.17%
+69.4%
Q4 2021$423,000
-3.6%
5,158
-14.3%
0.10%
-14.0%
Q3 2021$439,000
+81.4%
6,021
+85.5%
0.11%
+78.1%
Q2 2021$242,0003,2460.06%
Other shareholders
WP CAREY INC shareholders Q4 2021
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