Aurora Private Wealth, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 761 filers reported holding WP CAREY INC in Q2 2024. The put-call ratio across all filers is 0.65 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
Aurora Private Wealth, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$639
-9.4%
11,609
-7.7%
0.56%
-8.2%
Q1 2024$705
-19.2%
12,580
-6.6%
0.61%
-25.9%
Q4 2023$872
+20.9%
13,462
+1.0%
0.82%
+3.0%
Q3 2023$721
-20.2%
13,327
-0.3%
0.80%
-22.3%
Q2 2023$903
-12.1%
13,363
+0.8%
1.03%
-6.2%
Q1 2023$1,027
-11.1%
13,262
-10.3%
1.10%
-17.1%
Q4 2022$1,155
-99.9%
14,782
-5.7%
1.32%
+161.1%
Q3 2022$1,094,000
-52.8%
15,676
-43.9%
0.51%
-4.9%
Q2 2022$2,316,000
+104.8%
27,956
+99.8%
0.53%
+14.2%
Q1 2022$1,131,000
-1.7%
13,989
-0.3%
0.47%
-6.6%
Q4 2021$1,151,000
+12.8%
14,029
+0.5%
0.50%
+20.5%
Q3 2021$1,020,000
-3.7%
13,959
-6.7%
0.41%
-5.7%
Q1 2021$1,059,000
-1.6%
14,967
-1.8%
0.44%
-3.5%
Q4 2020$1,076,000
+5.9%
15,248
-2.2%
0.46%
+4.6%
Q3 2020$1,016,000
-7.6%
15,596
-4.1%
0.44%
-14.0%
Q2 2020$1,100,000
-24.2%
16,264
-34.9%
0.51%
-1.0%
Q1 2020$1,451,000
-4.6%
24,983
+31.5%
0.51%
-5.0%
Q4 2019$1,521,00018,9990.54%
Other shareholders
WP CAREY INC shareholders Q2 2024
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 246,666$22,077,0009.22%
GSI Capital Advisors LLC 104,500$9,353,0005.49%
Seneca House Advisors 52,799$4,726,0004.47%
Gruss & Co., LLC 39,277$3,515,0004.28%
INSPIRION WEALTH ADVISORS, LLC 94,901$8,494,0003.72%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 82,207$7,358,0002.70%
KARPAS STRATEGIES, LLC 73,275$6,558,0002.65%
A. D. Beadell Investment Counsel, Inc. 32,398$2,899,0002.50%
Stellar Capital Management, LLC 40,885$3,659,0002.36%
Rench Wealth Management, Inc. 38,584$3,453,0002.23%
View complete list of WP CAREY INC shareholders