LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 343 filers reported holding WP CAREY INC in Q4 2015. The put-call ratio across all filers is 1.34 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
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$553,900
-20.8%
10,000
-3.4%
0.01%
-14.3%
Q2 2023$699,246
-12.8%
10,3500.0%0.01%
-22.2%
Q1 2023$801,608
-0.9%
10,3500.0%0.01%
-10.0%
Q4 2022$808,853
+12.0%
10,3500.0%0.01%
+11.1%
Q3 2022$722,000
-15.9%
10,3500.0%0.01%
-18.2%
Q2 2022$858,000
+6.2%
10,350
+3.5%
0.01%
+37.5%
Q1 2022$808,000
-1.6%
10,0000.0%0.01%0.0%
Q4 2021$821,000
+12.5%
10,0000.0%0.01%
+14.3%
Q3 2021$730,000
-2.1%
10,0000.0%0.01%
-12.5%
Q2 2021$746,000
+5.1%
10,000
-0.3%
0.01%0.0%
Q1 2021$710,000
+0.6%
10,029
+0.3%
0.01%0.0%
Q4 2020$706,000
+8.3%
10,0000.0%0.01%0.0%
Q3 2020$652,000
-3.7%
10,0000.0%0.01%
-11.1%
Q2 2020$677,000
+16.5%
10,0000.0%0.01%
-10.0%
Q1 2020$581,000
-27.4%
10,0000.0%0.01%
-9.1%
Q4 2019$800,000
-10.6%
10,0000.0%0.01%
-15.4%
Q3 2019$895,000
+10.2%
10,0000.0%0.01%
+8.3%
Q2 2019$812,000
+3.7%
10,0000.0%0.01%0.0%
Q1 2019$783,000
+19.9%
10,0000.0%0.01%0.0%
Q4 2018$653,000
+1.6%
10,0000.0%0.01%
+20.0%
Q3 2018$643,000
-3.2%
10,0000.0%0.01%
-16.7%
Q2 2018$664,000
+5.1%
10,000
-2.0%
0.01%
+9.1%
Q1 2018$632,000
-39.2%
10,200
-32.3%
0.01%
-42.1%
Q4 2017$1,039,000
-1.6%
15,073
-3.8%
0.02%
-5.0%
Q3 2017$1,056,000
+231.0%
15,676
+236.8%
0.02%
+233.3%
Q2 2017$319,000
+6.7%
4,654
-3.3%
0.01%0.0%
Q1 2017$299,000
+5.3%
4,8130.0%0.01%0.0%
Q4 2016$284,000
-23.2%
4,813
-16.0%
0.01%
-25.0%
Q3 2016$370,000
-14.4%
5,731
-8.0%
0.01%
-20.0%
Q2 2016$432,000
+11.3%
6,2260.0%0.01%
+11.1%
Q1 2016$388,000
+51.0%
6,226
+42.8%
0.01%
+50.0%
Q4 2015$257,000
-26.4%
4,361
-26.3%
0.01%
-33.3%
Q3 2015$349,0000.0%5,9170.0%0.01%0.0%
Q2 2015$349,000
-22.8%
5,917
-11.1%
0.01%
-18.2%
Q1 2015$452,000
-51.5%
6,653
-50.0%
0.01%
-8.3%
Q4 2014$932,000
+98.7%
13,306
+80.9%
0.01%
-7.7%
Q3 2014$469,000
-1.1%
7,3540.0%0.01%0.0%
Q2 2014$474,000
+7.2%
7,3540.0%0.01%
+8.3%
Q1 2014$442,000
-2.0%
7,3540.0%0.01%0.0%
Q4 2013$451,000
-5.3%
7,3540.0%0.01%
-20.0%
Q3 2013$476,000
+17.8%
7,354
+20.5%
0.02%
+15.4%
Q2 2013$404,0006,1040.01%
Other shareholders
WP CAREY INC shareholders Q4 2015
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