WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 695 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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 | $312,354 | -12.5% | 5,674 | -10.3% | 0.01% | -14.3% |
Q1 2024 | $356,870 | -9.2% | 6,323 | +4.3% | 0.01% | -17.6% |
Q4 2023 | $393,008 | +86.7% | 6,064 | +125.1% | 0.02% | +21.4% |
Q4 2022 | $210,536 | +5.3% | 2,694 | -6.1% | 0.01% | 0.0% |
Q3 2022 | $200,000 | -24.8% | 2,869 | -10.5% | 0.01% | -17.6% |
Q2 2022 | $266,000 | -2.6% | 3,205 | -5.3% | 0.02% | +54.5% |
Q1 2022 | $273,000 | -42.2% | 3,383 | -41.2% | 0.01% | -26.7% |
Q4 2021 | $472,000 | -64.4% | 5,755 | -68.3% | 0.02% | -66.7% |
Q3 2021 | $1,324,000 | +183.5% | 18,129 | +189.3% | 0.04% | +181.2% |
Q2 2021 | $467,000 | +77.6% | 6,267 | +68.8% | 0.02% | +60.0% |
Q1 2021 | $263,000 | +25.2% | 3,712 | +24.9% | 0.01% | +11.1% |
Q4 2020 | $210,000 | +2.9% | 2,972 | -1.4% | 0.01% | -18.2% |
Q2 2020 | $204,000 | -0.5% | 3,014 | -14.6% | 0.01% | -26.7% |
Q1 2020 | $205,000 | -50.5% | 3,529 | -31.8% | 0.02% | -16.7% |
Q4 2019 | $414,000 | -53.6% | 5,173 | -48.1% | 0.02% | -60.0% |
Q3 2019 | $892,000 | -4.8% | 9,967 | -13.7% | 0.04% | +2.3% |
Q2 2019 | $937,000 | +29.2% | 11,544 | +24.7% | 0.04% | +25.7% |
Q1 2019 | $725,000 | +91.8% | 9,258 | +60.0% | 0.04% | +52.2% |
Q4 2018 | $378,000 | -6.4% | 5,786 | -7.8% | 0.02% | +53.3% |
Q3 2018 | $404,000 | +53.0% | 6,278 | +63.6% | 0.02% | +50.0% |
Q4 2017 | $264,000 | -28.3% | 3,838 | -29.6% | 0.01% | -33.3% |
Q3 2017 | $368,000 | +6.1% | 5,455 | +3.7% | 0.02% | -6.2% |
Q2 2017 | $347,000 | +33.0% | 5,261 | +25.6% | 0.02% | +33.3% |
Q1 2017 | $261,000 | +4.8% | 4,189 | -0.4% | 0.01% | +9.1% |
Q4 2016 | $249,000 | -38.1% | 4,206 | -32.4% | 0.01% | -42.1% |
Q3 2016 | $402,000 | -0.5% | 6,223 | +6.8% | 0.02% | -5.0% |
Q2 2016 | $404,000 | +27.0% | 5,826 | +13.9% | 0.02% | +25.0% |
Q1 2016 | $318,000 | -10.4% | 5,116 | -15.0% | 0.02% | -5.9% |
Q4 2015 | $355,000 | +20.3% | 6,019 | +18.1% | 0.02% | 0.0% |
Q3 2015 | $295,000 | -10.6% | 5,098 | -9.1% | 0.02% | +21.4% |
Q2 2015 | $330,000 | -32.9% | 5,606 | -22.5% | 0.01% | -26.3% |
Q1 2015 | $492,000 | -19.7% | 7,235 | -17.2% | 0.02% | -24.0% |
Q4 2014 | $613,000 | +54.8% | 8,742 | +40.8% | 0.02% | +31.6% |
Q3 2014 | $396,000 | +30.3% | 6,208 | +31.3% | 0.02% | +46.2% |
Q2 2014 | $304,000 | +37.6% | 4,728 | +28.4% | 0.01% | +30.0% |
Q1 2014 | $221,000 | +3.3% | 3,682 | +5.4% | 0.01% | 0.0% |
Q4 2013 | $214,000 | -11.9% | 3,494 | -6.9% | 0.01% | -23.1% |
Q3 2013 | $243,000 | -10.7% | 3,752 | -8.6% | 0.01% | -31.6% |
Q2 2013 | $272,000 | – | 4,107 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New England Investment & Retirement Group, Inc. | 246,666 | $22,077,000 | 9.22% |
GSI Capital Advisors LLC | 104,500 | $9,353,000 | 5.49% |
Seneca House Advisors | 52,799 | $4,726,000 | 4.47% |
Gruss & Co., LLC | 39,277 | $3,515,000 | 4.28% |
INSPIRION WEALTH ADVISORS, LLC | 94,901 | $8,494,000 | 3.72% |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 82,207 | $7,358,000 | 2.70% |
KARPAS STRATEGIES, LLC | 73,275 | $6,558,000 | 2.65% |
A. D. Beadell Investment Counsel, Inc. | 32,398 | $2,899,000 | 2.50% |
Stellar Capital Management, LLC | 40,885 | $3,659,000 | 2.36% |
Rench Wealth Management, Inc. | 38,584 | $3,453,000 | 2.23% |