WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 770 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is 0.60 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $116 | -2.5% | 2,100 | 0.0% | 0.11% | -2.6% |
Q1 2024 | $119 | -13.8% | 2,100 | 0.0% | 0.11% | -18.6% |
Q4 2023 | $138 | +19.0% | 2,100 | 0.0% | 0.14% | +6.9% |
Q3 2023 | $116 | -19.4% | 2,100 | 0.0% | 0.13% | -18.1% |
Q2 2023 | $144 | -11.7% | 2,100 | 0.0% | 0.16% | -20.8% |
Q1 2023 | $163 | -0.6% | 2,100 | 0.0% | 0.20% | 0.0% |
Q4 2022 | $164 | -99.9% | 2,100 | 0.0% | 0.20% | +9.2% |
Q3 2022 | $147,000 | -15.5% | 2,100 | 0.0% | 0.18% | -13.1% |
Q2 2022 | $174,000 | +43.8% | 2,100 | +40.0% | 0.21% | +65.1% |
Q1 2022 | $121,000 | -1.6% | 1,500 | 0.0% | 0.13% | +4.0% |
Q4 2021 | $123,000 | +11.8% | 1,500 | 0.0% | 0.12% | +2.5% |
Q3 2021 | $110,000 | -1.8% | 1,500 | 0.0% | 0.12% | +6.1% |
Q2 2021 | $112,000 | +5.7% | 1,500 | 0.0% | 0.11% | +26.7% |
Q1 2021 | $106,000 | -28.4% | 1,500 | -28.6% | 0.09% | -26.2% |
Q4 2020 | $148,000 | +8.0% | 2,100 | 0.0% | 0.12% | -7.6% |
Q3 2020 | $137,000 | -3.5% | 2,100 | 0.0% | 0.13% | 0.0% |
Q2 2020 | $142,000 | -18.4% | 2,100 | 0.0% | 0.13% | -27.5% |
Q1 2020 | $174,000 | -40.2% | 2,100 | -42.3% | 0.18% | -22.2% |
Q4 2019 | $291,000 | -23.0% | 3,640 | -13.9% | 0.23% | -24.5% |
Q3 2019 | $378,000 | +10.2% | 4,226 | 0.0% | 0.31% | +16.1% |
Q2 2019 | $343,000 | +3.6% | 4,226 | 0.0% | 0.27% | +0.8% |
Q1 2019 | $331,000 | +19.9% | 4,226 | 0.0% | 0.26% | +8.6% |
Q4 2018 | $276,000 | +146.4% | 4,226 | +143.4% | 0.24% | +190.5% |
Q3 2018 | $112,000 | -2.6% | 1,736 | 0.0% | 0.08% | 0.0% |
Q2 2018 | $115,000 | +6.5% | 1,736 | 0.0% | 0.08% | -3.4% |
Q1 2018 | $108,000 | -10.0% | 1,736 | 0.0% | 0.09% | -5.4% |
Q4 2017 | $120,000 | – | 1,736 | – | 0.09% | – |
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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% |