WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.
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 | $17,364,709 | -25.9% | 321,093 | -7.4% | 0.03% | -18.2% |
| Q2 2023 | $23,420,620 | -11.8% | 346,664 | +1.1% | 0.03% | -17.5% |
| Q1 2023 | $26,551,177 | +3.8% | 342,817 | +4.7% | 0.04% | 0.0% |
| Q4 2022 | $25,576,932 | +17.8% | 327,280 | +5.2% | 0.04% | +8.1% |
| Q3 2022 | $21,714,000 | -15.9% | 311,084 | -0.2% | 0.04% | -9.8% |
| Q2 2022 | $25,816,000 | +5.4% | 311,559 | +2.9% | 0.04% | +28.1% |
| Q1 2022 | $24,486,000 | -6.5% | 302,895 | -5.1% | 0.03% | +3.2% |
| Q4 2021 | $26,192,000 | +15.7% | 319,224 | +3.0% | 0.03% | +6.9% |
| Q3 2021 | $22,635,000 | -1.3% | 309,897 | +0.8% | 0.03% | 0.0% |
| Q2 2021 | $22,933,000 | +1.4% | 307,326 | -3.8% | 0.03% | -3.3% |
| Q1 2021 | $22,607,000 | +2.2% | 319,483 | +1.9% | 0.03% | -3.2% |
| Q4 2020 | $22,123,000 | +11.6% | 313,448 | +3.0% | 0.03% | -3.1% |
| Q3 2020 | $19,826,000 | -14.5% | 304,274 | -11.3% | 0.03% | -22.0% |
| Q2 2020 | $23,198,000 | +17.8% | 342,913 | +1.2% | 0.04% | -2.4% |
| Q1 2020 | $19,686,000 | -25.5% | 338,942 | +2.7% | 0.04% | -6.7% |
| Q4 2019 | $26,417,000 | -1.8% | 330,052 | +9.8% | 0.04% | -13.5% |
| Q3 2019 | $26,894,000 | +10.7% | 300,494 | +0.4% | 0.05% | +8.3% |
| Q2 2019 | $24,290,000 | +11.2% | 299,216 | +7.3% | 0.05% | +6.7% |
| Q1 2019 | $21,840,000 | +17.9% | 278,814 | -1.7% | 0.04% | +7.1% |
| Q4 2018 | $18,531,000 | +66.9% | 283,611 | +64.3% | 0.04% | +90.9% |
| Q3 2018 | $11,102,000 | -3.1% | 172,627 | +0.0% | 0.02% | -8.3% |
| Q2 2018 | $11,452,000 | +7.5% | 172,604 | +0.4% | 0.02% | +4.3% |
| Q1 2018 | $10,656,000 | -12.9% | 171,905 | -3.1% | 0.02% | -8.0% |
| Q4 2017 | $12,228,000 | +2.9% | 177,474 | +0.6% | 0.02% | -3.8% |
| Q3 2017 | $11,889,000 | -7.4% | 176,427 | -9.3% | 0.03% | -3.7% |
| Q2 2017 | $12,838,000 | -2.7% | 194,490 | -8.3% | 0.03% | 0.0% |
| Q1 2017 | $13,201,000 | +0.8% | 212,177 | -4.2% | 0.03% | 0.0% |
| Q4 2016 | $13,093,000 | -10.8% | 221,577 | -2.6% | 0.03% | -10.0% |
| Q3 2016 | $14,673,000 | -6.2% | 227,377 | +0.9% | 0.03% | -11.8% |
| Q2 2016 | $15,646,000 | +10.3% | 225,377 | -1.1% | 0.03% | +13.3% |
| Q1 2016 | $14,190,000 | +20.6% | 227,991 | +14.3% | 0.03% | +3.4% |
| Q4 2015 | $11,770,000 | +3.7% | 199,496 | +1.6% | 0.03% | -3.3% |
| Q3 2015 | $11,350,000 | +1.1% | 196,341 | +3.0% | 0.03% | +11.1% |
| Q2 2015 | $11,232,000 | -12.1% | 190,560 | +1.4% | 0.03% | -10.0% |
| Q1 2015 | $12,774,000 | -4.6% | 187,848 | -1.6% | 0.03% | -3.2% |
| Q4 2014 | $13,388,000 | +11.0% | 190,989 | +1.0% | 0.03% | +3.3% |
| Q3 2014 | $12,064,000 | +3.3% | 189,179 | +4.3% | 0.03% | +3.4% |
| Q2 2014 | $11,681,000 | +86.1% | 181,377 | +73.6% | 0.03% | +70.6% |
| Q1 2014 | $6,276,000 | -1.6% | 104,477 | +0.5% | 0.02% | 0.0% |
| Q4 2013 | $6,379,000 | -4.5% | 103,977 | +0.7% | 0.02% | -15.0% |
| Q3 2013 | $6,682,000 | +0.9% | 103,277 | +3.2% | 0.02% | -9.1% |
| Q2 2013 | $6,621,000 | – | 100,055 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seneca House Advisors | 101,564 | $8,416,000 | 5.50% |
| Presima Securities ULC | 224,300 | $18,585,000 | 4.56% |
| EWG Elevate Inc. | 86,360 | $7,156,000 | 3.48% |
| Demars Financial Group, LLC | 72,175 | $5,980,000 | 3.41% |
| Community Capital Management, LLC | 28,200 | $2,337,000 | 2.84% |
| Capital Square, LLC | 41,018 | $3,398,000 | 2.82% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 107,342 | $8,894,000 | 2.71% |
| TriaGen Wealth Management LLC | 43,974 | $3,644,000 | 2.59% |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2,847,000 | 2.39% |
| Investmark Advisory Group LLC | 27,329 | $2,264,000 | 2.24% |