WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 330 filers reported holding WP CAREY INC in Q1 2015. The put-call ratio across all filers is 0.42 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $18,414,005 | +1.8% | 334,496 | +4.4% | 0.06% | -4.5% |
Q1 2024 | $18,079,820 | -8.3% | 320,337 | +5.3% | 0.07% | -18.5% |
Q4 2023 | $19,721,813 | +24.5% | 304,302 | +3.9% | 0.08% | +9.5% |
Q3 2023 | $15,835,597 | -19.1% | 292,818 | +1.0% | 0.07% | -17.8% |
Q2 2023 | $19,586,184 | -9.1% | 289,908 | +4.3% | 0.09% | -20.4% |
Q1 2023 | $21,537,683 | +3.8% | 278,085 | +4.7% | 0.11% | -6.6% |
Q4 2022 | $20,756,874 | +17.2% | 265,603 | +4.7% | 0.12% | +7.1% |
Q3 2022 | $17,708,000 | -5.2% | 253,703 | +12.5% | 0.11% | -1.7% |
Q2 2022 | $18,680,000 | +8.7% | 225,443 | +6.0% | 0.12% | +22.3% |
Q1 2022 | $17,188,000 | -0.7% | 212,615 | +0.8% | 0.09% | +8.0% |
Q4 2021 | $17,301,000 | +17.7% | 210,865 | +4.8% | 0.09% | +4.8% |
Q3 2021 | $14,697,000 | +0.3% | 201,215 | +2.4% | 0.08% | -2.4% |
Q2 2021 | $14,656,000 | +13.2% | 196,405 | +7.3% | 0.08% | +2.4% |
Q1 2021 | $12,949,000 | +0.7% | 182,995 | +0.5% | 0.08% | -3.5% |
Q4 2020 | $12,854,000 | +6.9% | 182,125 | -1.3% | 0.09% | -6.5% |
Q3 2020 | $12,028,000 | +3.5% | 184,585 | +7.4% | 0.09% | -6.1% |
Q2 2020 | $11,625,000 | -22.8% | 171,835 | -33.7% | 0.10% | -37.2% |
Q1 2020 | $15,057,000 | -24.1% | 259,241 | +4.6% | 0.16% | -12.4% |
Q4 2019 | $19,838,000 | -7.0% | 247,851 | +4.0% | 0.18% | -12.7% |
Q3 2019 | $21,327,000 | +13.2% | 238,291 | +2.7% | 0.20% | +9.7% |
Q2 2019 | $18,844,000 | +30.5% | 232,131 | +25.9% | 0.19% | +31.0% |
Q1 2019 | $14,442,000 | +25.1% | 184,368 | +4.4% | 0.14% | +10.1% |
Q4 2018 | $11,543,000 | +154.6% | 176,650 | +150.6% | 0.13% | +193.2% |
Q3 2018 | $4,534,000 | -0.5% | 70,500 | +2.6% | 0.04% | -6.4% |
Q2 2018 | $4,557,000 | +3.2% | 68,680 | -3.5% | 0.05% | -2.1% |
Q1 2018 | $4,414,000 | -5.0% | 71,200 | +5.6% | 0.05% | -11.1% |
Q4 2017 | $4,644,000 | +11.6% | 67,400 | +9.1% | 0.05% | 0.0% |
Q3 2017 | $4,163,000 | -16.2% | 61,780 | -17.9% | 0.05% | -19.4% |
Q2 2017 | $4,969,000 | +7.1% | 75,270 | +1.0% | 0.07% | +3.1% |
Q1 2017 | $4,638,000 | +13.5% | 74,540 | +7.7% | 0.06% | -12.2% |
Q4 2016 | $4,088,000 | -3.2% | 69,190 | +5.7% | 0.07% | -2.6% |
Q3 2016 | $4,224,000 | -0.1% | 65,460 | +7.5% | 0.08% | -3.8% |
Q2 2016 | $4,228,000 | +11.7% | 60,910 | +0.2% | 0.08% | +9.7% |
Q1 2016 | $3,784,000 | +14.3% | 60,789 | +8.3% | 0.07% | +12.5% |
Q4 2015 | $3,312,000 | +9.1% | 56,138 | +6.9% | 0.06% | +4.9% |
Q3 2015 | $3,037,000 | +7.2% | 52,538 | +9.3% | 0.06% | +17.3% |
Q2 2015 | $2,834,000 | -1.5% | 48,078 | +13.6% | 0.05% | +2.0% |
Q1 2015 | $2,878,000 | +5.4% | 42,318 | +11.0% | 0.05% | +6.2% |
Q4 2014 | $2,731,000 | +31.7% | 38,110 | +17.2% | 0.05% | +29.7% |
Q3 2014 | $2,073,000 | +73.5% | 32,510 | +75.2% | 0.04% | +68.2% |
Q2 2014 | $1,195,000 | +12.5% | 18,560 | +5.0% | 0.02% | +15.8% |
Q1 2014 | $1,062,000 | +1.0% | 17,680 | +3.2% | 0.02% | 0.0% |
Q4 2013 | $1,052,000 | -9.0% | 17,140 | -4.1% | 0.02% | -13.6% |
Q3 2013 | $1,156,000 | -3.8% | 17,870 | -1.6% | 0.02% | -8.3% |
Q2 2013 | $1,202,000 | – | 18,160 | – | 0.02% | – |
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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% |