WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 235 filers reported holding WP CAREY INC in Q4 2013. The put-call ratio across all filers is 0.35 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 | $4,685,416 | -6.3% | 85,112 | -3.9% | 0.56% | 0.0% |
Q1 2024 | $5,001,261 | -8.2% | 88,612 | +5.5% | 0.56% | -27.7% |
Q4 2023 | $5,446,114 | +20.5% | 84,032 | +0.6% | 0.78% | +12.6% |
Q3 2023 | $4,518,763 | -17.2% | 83,557 | +3.5% | 0.69% | -13.7% |
Q2 2023 | $5,454,592 | -12.0% | 80,737 | +0.8% | 0.80% | -15.8% |
Q1 2023 | $6,200,415 | -0.9% | 80,057 | 0.0% | 0.95% | -3.3% |
Q4 2022 | $6,256,455 | +7.4% | 80,057 | -4.1% | 0.98% | +0.6% |
Q3 2022 | $5,826,000 | -15.8% | 83,461 | 0.0% | 0.97% | -14.5% |
Q2 2022 | $6,916,000 | +5.0% | 83,461 | +2.5% | 1.14% | +25.3% |
Q1 2022 | $6,585,000 | -2.3% | 81,461 | -0.9% | 0.91% | +8.5% |
Q4 2021 | $6,741,000 | +16.8% | 82,161 | +3.9% | 0.84% | +6.9% |
Q3 2021 | $5,773,000 | -2.4% | 79,043 | -0.3% | 0.78% | -1.8% |
Q2 2021 | $5,913,000 | +5.7% | 79,243 | +0.3% | 0.80% | -3.2% |
Q1 2021 | $5,593,000 | +0.3% | 79,043 | 0.0% | 0.82% | -2.4% |
Q4 2020 | $5,579,000 | +8.6% | 79,043 | +0.2% | 0.84% | -5.7% |
Q3 2020 | $5,139,000 | +19.3% | 78,868 | +23.8% | 0.89% | +3.7% |
Q2 2020 | $4,308,000 | +13.5% | 63,688 | -2.6% | 0.86% | +8.4% |
Q1 2020 | $3,797,000 | -26.1% | 65,368 | +1.9% | 0.80% | -19.0% |
Q4 2019 | $5,137,000 | -10.6% | 64,179 | -0.0% | 0.98% | -16.9% |
Q3 2019 | $5,745,000 | +10.3% | 64,193 | +0.0% | 1.18% | +10.5% |
Q2 2019 | $5,210,000 | +3.9% | 64,182 | +0.3% | 1.07% | -1.5% |
Q1 2019 | $5,013,000 | +25.8% | 64,001 | +4.9% | 1.08% | +1.0% |
Q4 2018 | $3,985,000 | +1.6% | 60,988 | +0.0% | 1.07% | +32.4% |
Q3 2018 | $3,921,000 | -0.9% | 60,975 | +2.3% | 0.81% | -12.4% |
Q2 2018 | $3,956,000 | +10.0% | 59,628 | +2.7% | 0.93% | +7.2% |
Q1 2018 | $3,597,000 | -10.2% | 58,033 | -0.1% | 0.86% | -8.5% |
Q4 2017 | $4,004,000 | +41.9% | 58,119 | +36.0% | 0.94% | +26.5% |
Q2 2017 | $2,822,000 | +2.1% | 42,744 | -0.2% | 0.75% | -4.2% |
Q3 2016 | $2,763,000 | -7.4% | 42,823 | -0.4% | 0.78% | -10.1% |
Q2 2016 | $2,984,000 | +13.3% | 42,983 | +1.6% | 0.87% | +7.0% |
Q1 2016 | $2,634,000 | +5.5% | 42,317 | 0.0% | 0.81% | +7.3% |
Q4 2015 | $2,497,000 | +2.7% | 42,317 | +0.6% | 0.76% | -8.2% |
Q3 2015 | $2,432,000 | -2.1% | 42,077 | -0.2% | 0.82% | +21.1% |
Q2 2015 | $2,484,000 | -11.3% | 42,144 | +2.4% | 0.68% | -12.2% |
Q1 2015 | $2,799,000 | -24.9% | 41,169 | -22.6% | 0.77% | -20.6% |
Q4 2014 | $3,727,000 | +3.1% | 53,169 | -6.2% | 0.97% | -1.0% |
Q3 2014 | $3,614,000 | +4.5% | 56,669 | -1.6% | 0.98% | +1.5% |
Q1 2014 | $3,460,000 | -1.8% | 57,607 | +0.3% | 0.97% | -0.4% |
Q4 2013 | $3,523,000 | -3.8% | 57,426 | +1.4% | 0.97% | -18.5% |
Q3 2013 | $3,664,000 | -0.7% | 56,626 | +1.6% | 1.19% | -4.8% |
Q2 2013 | $3,689,000 | -3.7% | 55,747 | -1.9% | 1.25% | -3.6% |
Q1 2013 | $3,831,000 | – | 56,847 | – | 1.30% | – |
Download |
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% |