Physician Wealth Advisors, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
Physician Wealth Advisors, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$261,768
-52.1%
4,881
-38.8%
0.07%
-50.7%
Q2 2023$546,744
-5.3%
7,9770.0%0.14%
-10.5%
Q1 2023$577,535
-14.6%
7,9770.0%0.15%
-16.5%
Q4 2022$676,131
+15.2%
7,9770.0%0.18%
+1.1%
Q3 2022$587,000
+38.8%
7,977
+65.1%
0.18%
+46.3%
Q2 2022$423,000
+9.9%
4,8310.0%0.12%
+20.6%
Q1 2022$385,000
-1.3%
4,8310.0%0.10%0.0%
Q4 2021$390,000
+4.8%
4,8310.0%0.10%0.0%
Q3 2021$372,000
-2.1%
4,8310.0%0.10%
-6.4%
Q2 2021$380,000
+11.4%
4,831
+2.1%
0.11%
-1.8%
Q1 2021$341,000
+6.2%
4,7310.0%0.11%
+1.8%
Q4 2020$321,000
+6.3%
4,7310.0%0.11%
-9.9%
Q3 2020$302,000
-12.7%
4,7310.0%0.12%
-12.9%
Q2 2020$346,000
+29.1%
4,731
+4.4%
0.14%
+3.7%
Q1 2020$268,000
-25.6%
4,531
+4.9%
0.13%
-16.2%
Q4 2019$360,000
-9.3%
4,321
-9.2%
0.16%
-17.5%
Q3 2019$397,0004,7610.19%
Other shareholders
WP CAREY INC shareholders Q1 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