HORIZON KINETICS ASSET MANAGEMENT LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 793 filers reported holding WP CAREY INC in Q3 2022. The put-call ratio across all filers is 0.61 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
HORIZON KINETICS ASSET MANAGEMENT LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2024$1,178,070
-4.3%
21,400
-1.8%
0.02%
-8.7%
Q1 2024$1,230,392
-4.1%
21,800
+10.1%
0.02%
-14.8%
Q4 2023$1,283,238
+50.2%
19,800
+25.3%
0.03%
+58.8%
Q3 2023$854,464
-5.3%
15,800
+18.4%
0.02%
-10.5%
Q2 2023$901,926
-11.8%
13,350
+1.1%
0.02%
-5.0%
Q1 2023$1,022,340
-0.9%
13,2000.0%0.02%
+17.6%
Q4 2022$1,031,580
+18.3%
13,200
+5.6%
0.02%
-5.6%
Q3 2022$872,000
-16.0%
12,500
-0.2%
0.02%
-18.2%
Q2 2022$1,038,000
+2.5%
12,5250.0%0.02%
+10.0%
Q1 2022$1,013,000
-0.4%
12,525
+1.0%
0.02%
-9.1%
Q4 2021$1,017,000
+14.7%
12,400
+2.1%
0.02%
+4.8%
Q3 2021$887,000
+2.1%
12,150
+4.3%
0.02%
+16.7%
Q2 2021$869,000
-2.6%
11,650
-7.5%
0.02%
-10.0%
Q1 2021$892,000
+5.3%
12,600
+5.0%
0.02%
-28.6%
Q4 2020$847,000
+12.5%
12,000
+3.9%
0.03%
-6.7%
Q3 2020$753,000
-1.4%
11,550
+2.2%
0.03%
+7.1%
Q2 2020$764,000
+16.5%
11,3000.0%0.03%
-3.4%
Q1 2020$656,000
-27.1%
11,300
+0.4%
0.03%
+11.5%
Q4 2019$900,000
-10.6%
11,2500.0%0.03%
-13.3%
Q3 2019$1,007,000
+9.3%
11,250
-0.9%
0.03%
+20.0%
Q2 2019$921,000
+3.6%
11,3500.0%0.02%0.0%
Q1 2019$889,00011,3500.02%
Other shareholders
WP CAREY INC shareholders Q3 2022
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 246,666$22,077,0009.22%
GSI Capital Advisors LLC 104,500$9,353,0005.49%
Seneca House Advisors 52,799$4,726,0004.47%
Gruss & Co., LLC 39,277$3,515,0004.28%
INSPIRION WEALTH ADVISORS, LLC 94,901$8,494,0003.72%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 82,207$7,358,0002.70%
KARPAS STRATEGIES, LLC 73,275$6,558,0002.65%
A. D. Beadell Investment Counsel, Inc. 32,398$2,899,0002.50%
Stellar Capital Management, LLC 40,885$3,659,0002.36%
Rench Wealth Management, Inc. 38,584$3,453,0002.23%
View complete list of WP CAREY INC shareholders