WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 259 filers reported holding WP CAREY INC in Q1 2014. The put-call ratio across all filers is 0.66 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,600,499 | -29.1% | 473,382 | -11.4% | 0.25% | -26.9% |
Q2 2023 | $36,102,848 | -7.6% | 534,382 | +5.9% | 0.35% | -14.4% |
Q1 2023 | $39,087,621 | -18.7% | 504,682 | -18.0% | 0.40% | -19.4% |
Q4 2022 | $48,077,880 | -2.6% | 615,200 | -13.0% | 0.50% | -10.2% |
Q3 2022 | $49,369,540 | +175.8% | 707,300 | +219.5% | 0.56% | +232.1% |
Q1 2022 | $17,898,000 | +15.1% | 221,400 | +16.8% | 0.17% | +58.5% |
Q4 2021 | $15,548,000 | +17.8% | 189,500 | +4.9% | 0.11% | -21.5% |
Q3 2021 | $13,198,000 | +95.2% | 180,700 | +99.4% | 0.14% | +101.5% |
Q2 2021 | $6,761,000 | -1.9% | 90,600 | -7.0% | 0.07% | 0.0% |
Q1 2021 | $6,892,000 | -53.1% | 97,400 | -53.2% | 0.07% | -56.5% |
Q4 2020 | $14,681,000 | -17.1% | 208,000 | -23.4% | 0.15% | -23.8% |
Q3 2020 | $17,704,000 | -39.4% | 271,700 | -37.1% | 0.20% | -41.4% |
Q2 2020 | $29,232,000 | +87.6% | 432,100 | +61.1% | 0.34% | +60.5% |
Q1 2020 | $15,583,000 | -26.1% | 268,300 | +1.9% | 0.22% | -5.3% |
Q4 2019 | $21,075,000 | +60.0% | 263,300 | +78.9% | 0.23% | +52.3% |
Q3 2019 | $13,174,000 | +12.9% | 147,200 | +2.4% | 0.15% | +11.2% |
Q2 2019 | $11,666,000 | +6.8% | 143,700 | +3.1% | 0.13% | +3.9% |
Q1 2019 | $10,919,000 | +126.4% | 139,400 | +88.9% | 0.13% | +98.5% |
Q4 2018 | $4,822,000 | -30.2% | 73,800 | -31.3% | 0.06% | -18.8% |
Q3 2018 | $6,913,000 | -0.8% | 107,500 | +2.4% | 0.08% | -5.9% |
Q2 2018 | $6,967,000 | -22.0% | 105,000 | -27.1% | 0.08% | -21.3% |
Q1 2018 | $8,933,000 | +39.0% | 144,100 | +54.4% | 0.11% | +42.1% |
Q4 2017 | $6,428,000 | -6.1% | 93,300 | -8.2% | 0.08% | -8.4% |
Q3 2017 | $6,847,000 | -22.8% | 101,600 | -24.4% | 0.08% | -25.2% |
Q2 2017 | $8,872,000 | +3.3% | 134,400 | -2.6% | 0.11% | 0.0% |
Q1 2017 | $8,586,000 | +22.5% | 138,000 | +16.4% | 0.11% | +13.3% |
Q4 2016 | $7,008,000 | +1.7% | 118,600 | +11.0% | 0.10% | -2.0% |
Q3 2016 | $6,892,000 | -13.1% | 106,800 | -6.5% | 0.10% | -14.5% |
Q2 2016 | $7,928,000 | +60.4% | 114,200 | +36.3% | 0.12% | +58.1% |
Q4 2015 | $4,944,000 | -4.7% | 83,800 | -6.6% | 0.07% | -7.5% |
Q3 2015 | $5,186,000 | +46.2% | 89,700 | +49.0% | 0.08% | +48.1% |
Q2 2015 | $3,548,000 | -47.0% | 60,200 | -38.9% | 0.05% | -46.5% |
Q1 2015 | $6,698,000 | +9.6% | 98,500 | +13.0% | 0.10% | +6.3% |
Q4 2014 | $6,113,000 | +13.9% | 87,200 | +3.6% | 0.10% | +6.7% |
Q3 2014 | $5,369,000 | +10.7% | 84,200 | +11.8% | 0.09% | +6.0% |
Q2 2014 | $4,849,000 | +691.0% | 75,300 | +638.2% | 0.08% | +600.0% |
Q1 2014 | $613,000 | +150.2% | 10,200 | +155.0% | 0.01% | +140.0% |
Q4 2013 | $245,000 | – | 4,000 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rock Point Advisors, LLC | 125,724 | $7,794,000 | 3.84% |
Gruss & Co., LLC | 50,277 | $3,117,000 | 3.15% |
PRING TURNER CAPITAL GROUP INC | 34,125 | $2,115,000 | 2.20% |
RPg Family Wealth Advisory, LLC | 41,085 | $2,546,859,000 | 2.09% |
KARPAS STRATEGIES, LLC | 75,450 | $4,677,000 | 2.03% |
Seneca House Advisors | 37,423 | $2,320,000 | 1.94% |
A. D. Beadell Investment Counsel, Inc. | 36,296 | $2,250,000 | 1.94% |
NORTHSTAR INVESTMENT ADVISORS LLC | 147,785 | $9,161,000 | 1.94% |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 77,594 | $4,810,024,000 | 1.89% |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 310,288 | $19,235,000 | 1.87% |