COMMONWEALTH EQUITY SERVICES, LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 421 filers reported holding WP CAREY INC in Q4 2017. The put-call ratio across all filers is 0.51 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
COMMONWEALTH EQUITY SERVICES, LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$67,171
-9.8%
1,220,175
-7.5%
0.11%
-14.5%
Q1 2024$74,473
-19.5%
1,319,500
-7.6%
0.12%
-26.6%
Q4 2023$92,505
+10.4%
1,427,329
-7.9%
0.17%
-2.9%
Q3 2023$83,767
-25.8%
1,548,945
-7.4%
0.17%
-24.3%
Q2 2023$112,950
-20.5%
1,671,854
-8.9%
0.23%
-22.8%
Q1 2023$142,062
-3.8%
1,834,247
-3.0%
0.30%
-16.1%
Q4 2022$147,729
-99.9%
1,890,328
-3.6%
0.36%
+0.6%
Q3 2022$136,875,000
+16.0%
1,960,968
+37.7%
0.35%
+15.0%
Q2 2022$117,980,000
+4.0%
1,423,854
+1.5%
0.31%
+18.5%
Q1 2022$113,436,000
-0.8%
1,403,219
+0.7%
0.26%
+0.4%
Q4 2021$114,369,000
+13.9%
1,393,893
+1.4%
0.26%
+2.4%
Q3 2021$100,368,000
+1.3%
1,374,154
+3.5%
0.25%0.0%
Q2 2021$99,085,000
+4.4%
1,327,867
-1.0%
0.25%
-6.3%
Q1 2021$94,913,000
-4.2%
1,341,343
-4.4%
0.27%
-9.7%
Q4 2020$99,049,000
+1.8%
1,403,363
-6.0%
0.30%
-10.2%
Q3 2020$97,280,000
-8.8%
1,492,940
-5.3%
0.33%
-17.4%
Q2 2020$106,629,000
+9.1%
1,576,198
-6.3%
0.40%
-11.6%
Q1 2020$97,725,000
-32.1%
1,682,597
-6.4%
0.46%
-16.8%
Q4 2019$143,836,000
-14.4%
1,797,056
-4.3%
0.55%
-23.7%
Q3 2019$168,066,000
+4.5%
1,877,842
-5.2%
0.72%
+1.1%
Q2 2019$160,842,000
-5.0%
1,981,312
-8.4%
0.71%
-9.3%
Q1 2019$169,337,000
+2.2%
2,161,843
-14.8%
0.78%
-11.1%
Q4 2018$165,759,000
+463.8%
2,536,876
+454.9%
0.88%
+524.1%
Q3 2018$29,401,000
-4.8%
457,178
-1.8%
0.14%
-12.4%
Q2 2018$30,888,000
+9.2%
465,529
+2.1%
0.16%
+5.2%
Q1 2018$28,274,000
-8.8%
456,107
+1.3%
0.15%
-9.5%
Q4 2017$31,019,000450,2030.17%
Other shareholders
WP CAREY INC shareholders Q4 2017
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