TFG Advisers LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 689 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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
TFG Advisers LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$1,804,921
-23.0%
33,375
-3.8%
0.85%
-20.5%
Q2 2023$2,344,516
-12.2%
34,703
+0.7%
1.07%
-17.4%
Q1 2023$2,669,743
+0.7%
34,471
+1.6%
1.29%
-5.1%
Q4 2022$2,650,914
+15.2%
33,921
+2.9%
1.36%
+5.8%
Q3 2022$2,302,000
-9.6%
32,974
+7.3%
1.28%
-5.3%
Q2 2022$2,547,000
+4.4%
30,741
+1.9%
1.36%
+21.3%
Q1 2022$2,440,000
+1.8%
30,180
+3.3%
1.12%
+7.1%
Q4 2021$2,398,000
+16.0%
29,227
+3.3%
1.04%
+4.4%
Q3 2021$2,067,000
+0.7%
28,306
+2.9%
1.00%
+1.0%
Q2 2021$2,052,000
+7.8%
27,500
+2.2%
0.99%
+1.0%
Q1 2021$1,903,000
-3.2%
26,897
-3.5%
0.98%
-4.8%
Q4 2020$1,966,000
+8.1%
27,866
-0.2%
1.03%
-1.8%
Q3 2020$1,818,000
-5.1%
27,908
-1.4%
1.05%
-15.6%
Q2 2020$1,915,000
+19.2%
28,310
+2.3%
1.24%
-2.4%
Q1 2020$1,607,000
-26.6%
27,669
+1.2%
1.27%
+3.3%
Q4 2019$2,188,000
-10.0%
27,341
+0.6%
1.23%
-23.4%
Q3 2019$2,432,000
+11.0%
27,182
+0.7%
1.61%
+7.6%
Q2 2019$2,191,000
+7.8%
26,996
+4.0%
1.50%
+2.0%
Q1 2019$2,032,000
+22.8%
25,952
+2.4%
1.46%
+5.5%
Q4 2018$1,655,00025,3421.39%
Other shareholders
WP CAREY INC shareholders Q2 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