Summit Wealth Group, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 595 filers reported holding WP CAREY INC in Q3 2020. The put-call ratio across all filers is 0.81 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
Summit Wealth Group, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$273
-19.9%
5,0470.0%0.24%
+76.8%
Q2 2023$341
+6720.0%
5,047
-98.7%
0.14%
+16.0%
Q1 2023$5
-98.7%
383,610
+7645.0%
0.12%
-70.8%
Q4 2022$387
-99.9%
4,9530.0%0.41%0.0%
Q3 2022$346,000
-12.0%
4,953
+4.5%
0.41%
-12.1%
Q2 2022$393,000
+2.6%
4,7410.0%0.46%
+15.7%
Q1 2022$383,000
-1.5%
4,7410.0%0.40%
-9.5%
Q4 2021$389,000
+9.9%
4,7410.0%0.44%
-15.8%
Q2 2021$354,000
-6.3%
4,741
-11.2%
0.53%
-13.6%
Q1 2021$378,000
+0.3%
5,3400.0%0.61%
+157.0%
Q4 2020$377,000
+8.3%
5,3400.0%0.24%
-21.5%
Q3 2020$348,000
-3.6%
5,3400.0%0.30%
-8.5%
Q2 2020$361,000
+16.5%
5,3400.0%0.33%
+5.1%
Q1 2020$310,000
-27.4%
5,3400.0%0.31%
-22.1%
Q4 2019$427,0005,3400.40%
Other shareholders
WP CAREY INC shareholders Q3 2020
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