WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 421 filers reported holding WP CAREY INC in Q4 2017. The put-call ratio across all filers is 0.51 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 | $531,233 | -2.5% | 9,650 | -0.1% | 0.01% | -8.3% |
Q1 2024 | $545,041 | -13.1% | 9,657 | -0.3% | 0.01% | -20.0% |
Q4 2023 | $627,556 | +20.3% | 9,683 | +0.3% | 0.02% | +15.4% |
Q3 2023 | $521,872 | -21.6% | 9,650 | -2.0% | 0.01% | -23.5% |
Q2 2023 | $665,466 | -12.8% | 9,850 | 0.0% | 0.02% | -15.0% |
Q1 2023 | $762,883 | -0.9% | 9,850 | 0.0% | 0.02% | -9.1% |
Q4 2022 | $769,778 | +11.9% | 9,850 | 0.0% | 0.02% | -12.0% |
Q3 2022 | $688,000 | -26.6% | 9,850 | -12.8% | 0.02% | -24.2% |
Q2 2022 | $937,000 | +17.7% | 11,300 | +14.7% | 0.03% | +32.0% |
Q1 2022 | $796,000 | +0.6% | 9,850 | +2.1% | 0.02% | 0.0% |
Q4 2021 | $791,000 | +2.2% | 9,650 | -9.0% | 0.02% | -7.4% |
Q3 2021 | $774,000 | -7.7% | 10,600 | -5.8% | 0.03% | -20.6% |
Q2 2021 | $839,000 | +22.8% | 11,250 | +16.6% | 0.03% | +9.7% |
Q1 2021 | $683,000 | -9.2% | 9,650 | -9.4% | 0.03% | -16.2% |
Q4 2020 | $752,000 | -4.4% | 10,650 | -11.7% | 0.04% | -14.0% |
Q3 2020 | $787,000 | -2.7% | 12,064 | +1.0% | 0.04% | -6.5% |
Q2 2020 | $809,000 | +44.2% | 11,950 | +23.8% | 0.05% | +17.9% |
Q1 2020 | $561,000 | -27.3% | 9,650 | 0.0% | 0.04% | -18.8% |
Q4 2019 | $772,000 | -10.6% | 9,650 | 0.0% | 0.05% | -22.6% |
Q3 2019 | $864,000 | +1.6% | 9,650 | -7.9% | 0.06% | -3.1% |
Q2 2019 | $850,000 | +3.5% | 10,476 | 0.0% | 0.06% | -3.0% |
Q1 2019 | $821,000 | -17.7% | 10,476 | -31.4% | 0.07% | -30.5% |
Q4 2018 | $998,000 | +60.7% | 15,276 | +58.3% | 0.10% | +82.7% |
Q3 2018 | $621,000 | -3.0% | 9,650 | 0.0% | 0.05% | -14.8% |
Q2 2018 | $640,000 | +7.0% | 9,650 | 0.0% | 0.06% | 0.0% |
Q1 2018 | $598,000 | -10.1% | 9,650 | 0.0% | 0.06% | -12.9% |
Q4 2017 | $665,000 | +2.3% | 9,650 | 0.0% | 0.07% | -15.7% |
Q3 2017 | $650,000 | +2.0% | 9,650 | 0.0% | 0.08% | -7.8% |
Q2 2017 | $637,000 | +12.5% | 9,650 | +19.1% | 0.09% | -29.1% |
Q3 2016 | $566,000 | 0.0% | 8,100 | 0.0% | 0.13% | -2.3% |
Q2 2016 | $566,000 | +12.3% | 8,100 | 0.0% | 0.13% | +0.8% |
Q1 2016 | $504,000 | +5.4% | 8,100 | 0.0% | 0.13% | -13.4% |
Q4 2015 | $478,000 | +139.0% | 8,100 | +138.2% | 0.15% | +136.5% |
Q2 2015 | $200,000 | -19.0% | 3,400 | -6.4% | 0.06% | -24.1% |
Q1 2015 | $247,000 | -3.1% | 3,631 | 0.0% | 0.08% | -6.7% |
Q4 2014 | $255,000 | +9.9% | 3,631 | 0.0% | 0.09% | 0.0% |
Q3 2014 | $232,000 | -0.9% | 3,631 | 0.0% | 0.09% | -4.3% |
Q2 2014 | $234,000 | – | 3,631 | – | 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% |