WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 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 | $1,630,096 | -12.6% | 30,142 | +9.1% | 0.85% | -10.7% |
Q2 2023 | $1,865,893 | -12.6% | 27,618 | +0.2% | 0.95% | -14.1% |
Q1 2023 | $2,134,004 | -3.1% | 27,553 | -2.3% | 1.11% | -3.9% |
Q4 2022 | $2,202,917 | +13.8% | 28,188 | +1.7% | 1.15% | +6.3% |
Q3 2022 | $1,935,000 | -16.9% | 27,723 | -1.3% | 1.08% | -10.6% |
Q2 2022 | $2,328,000 | -19.7% | 28,094 | -21.6% | 1.21% | -3.6% |
Q1 2022 | $2,898,000 | -1.7% | 35,846 | -0.2% | 1.26% | +5.5% |
Q4 2021 | $2,948,000 | +13.5% | 35,932 | +1.0% | 1.19% | +4.6% |
Q3 2021 | $2,598,000 | -0.2% | 35,574 | +2.0% | 1.14% | -3.5% |
Q2 2021 | $2,603,000 | +5.3% | 34,887 | -0.1% | 1.18% | -3.3% |
Q1 2021 | $2,472,000 | +33.3% | 34,931 | +33.0% | 1.22% | +22.4% |
Q4 2020 | $1,854,000 | – | 26,269 | – | 1.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gruss & Co., LLC | 97,377 | $6,271,000 | 7.12% |
Rock Point Advisors, LLC | 164,212 | $10,575,000 | 4.62% |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 261,404 | $16,834,000 | 3.12% |
KARPAS STRATEGIES, LLC | 82,400 | $5,307,000 | 2.66% |
Harrison Street Securities, LLC | 85,317 | $5,494,000 | 2.43% |
Stellar Capital Management, LLC | 25,055 | $1,614,000 | 1.78% |
Markel Corporation | 950,200 | $61,193,000 | 1.74% |
Zhang Financial LLC | 39,309 | $2,531,000 | 1.70% |
LAFFER TENGLER INVESTMENTS, INC. | 160,492 | $10,335,704,000 | 1.59% |
NORTHSTAR INVESTMENT ADVISORS LLC | 95,271 | $6,135,000 | 1.58% |