WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 433 filers reported holding WP CAREY INC in Q2 2018. The put-call ratio across all filers is 0.74 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 | $17,601 | -17.8% | 325,449 | +3.0% | 0.04% | -17.6% |
| Q2 2023 | $21,417 | -11.4% | 315,932 | +1.4% | 0.05% | -15.0% |
| Q1 2023 | $24,161 | +10.3% | 311,670 | +11.5% | 0.06% | +3.4% |
| Q4 2022 | $21,911 | -99.9% | 279,445 | +8.8% | 0.06% | +13.7% |
| Q3 2022 | $17,915,000 | -12.8% | 256,865 | +3.7% | 0.05% | -5.6% |
| Q2 2022 | $20,549,000 | +4.5% | 247,771 | +6.4% | 0.05% | +31.7% |
| Q1 2022 | $19,658,000 | +7.2% | 232,785 | +4.0% | 0.04% | +7.9% |
| Q4 2021 | $18,332,000 | +17.3% | 223,746 | +5.3% | 0.04% | +5.6% |
| Q3 2021 | $15,624,000 | +10.7% | 212,396 | +12.2% | 0.04% | +12.5% |
| Q2 2021 | $14,118,000 | +3.1% | 189,242 | -2.6% | 0.03% | -3.0% |
| Q1 2021 | $13,690,000 | +0.1% | 194,368 | +0.2% | 0.03% | +26.9% |
| Q4 2020 | $13,673,000 | +10.6% | 194,021 | +2.2% | 0.03% | -3.7% |
| Q3 2020 | $12,364,000 | -1.1% | 189,755 | +2.5% | 0.03% | -6.9% |
| Q2 2020 | $12,502,000 | +20.2% | 185,204 | +4.2% | 0.03% | +3.6% |
| Q1 2020 | $10,403,000 | -23.1% | 177,667 | +4.3% | 0.03% | -3.4% |
| Q4 2019 | $13,534,000 | -1.3% | 170,397 | +11.3% | 0.03% | -9.4% |
| Q3 2019 | $13,716,000 | +15.8% | 153,109 | +4.8% | 0.03% | +18.5% |
| Q2 2019 | $11,848,000 | -19.5% | 146,068 | -22.5% | 0.03% | -30.8% |
| Q1 2019 | $14,723,000 | +66.5% | 188,505 | +33.8% | 0.04% | +56.0% |
| Q4 2018 | $8,843,000 | +853.9% | 140,888 | +877.7% | 0.02% | +1150.0% |
| Q3 2018 | $927,000 | -2.3% | 14,410 | +0.8% | 0.00% | 0.0% |
| Q2 2018 | $949,000 | +6.3% | 14,298 | -0.5% | 0.00% | 0.0% |
| Q1 2018 | $893,000 | -9.0% | 14,375 | +0.8% | 0.00% | 0.0% |
| Q4 2017 | $981,000 | +20.8% | 14,262 | +20.1% | 0.00% | 0.0% |
| Q3 2017 | $812,000 | +3.7% | 11,879 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $783,000 | +26.1% | 11,879 | +18.8% | 0.00% | 0.0% |
| Q1 2017 | $621,000 | +4.7% | 9,995 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $593,000 | -59.6% | 9,995 | -56.1% | 0.00% | 0.0% |
| Q3 2016 | $1,468,000 | +86.1% | 22,790 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $789,000 | -40.5% | 11,395 | -46.6% | 0.00% | -60.0% |
| Q1 2016 | $1,326,000 | +5.2% | 21,338 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $1,261,000 | +18.1% | 21,338 | +15.3% | 0.01% | +25.0% |
| Q3 2015 | $1,068,000 | +93.8% | 18,504 | +97.4% | 0.00% | +100.0% |
| Q2 2015 | $551,000 | +3.4% | 9,375 | +19.0% | 0.00% | 0.0% |
| Q1 2015 | $533,000 | +12.7% | 7,875 | +16.6% | 0.00% | 0.0% |
| Q4 2014 | $473,000 | +10.8% | 6,755 | +1.2% | 0.00% | +100.0% |
| Q3 2014 | $427,000 | +23.1% | 6,675 | +23.6% | 0.00% | 0.0% |
| Q2 2014 | $347,000 | +7.8% | 5,400 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $322,000 | +274.4% | 5,400 | +285.7% | 0.00% | – |
| Q4 2013 | $86,000 | -4.4% | 1,400 | 0.0% | 0.00% | – |
| Q3 2013 | $90,000 | – | 1,400 | – | 0.00% | – |
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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% |