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 | $294,297 | -16.4% | 5,346 | -14.3% | 0.00% | -25.0% |
| Q1 2024 | $352,016 | -24.8% | 6,237 | -13.6% | 0.00% | -33.3% |
| Q4 2023 | $467,964 | +1.0% | 7,221 | -15.7% | 0.01% | -14.3% |
| Q3 2023 | $463,466 | -66.2% | 8,570 | -57.8% | 0.01% | -65.0% |
| Q2 2023 | $1,372,549 | -15.3% | 20,316 | -2.9% | 0.02% | -23.1% |
| Q1 2023 | $1,620,022 | +13.8% | 20,917 | +14.8% | 0.03% | +4.0% |
| Q4 2022 | $1,423,971 | -15.5% | 18,221 | -24.5% | 0.02% | -24.2% |
| Q3 2022 | $1,685,000 | +30.4% | 24,145 | +54.8% | 0.03% | +32.0% |
| Q2 2022 | $1,292,000 | +3.6% | 15,596 | +1.1% | 0.02% | +25.0% |
| Q1 2022 | $1,247,000 | +6.3% | 15,430 | +7.9% | 0.02% | +11.1% |
| Q4 2021 | $1,173,000 | +14.7% | 14,295 | +2.0% | 0.02% | +5.9% |
| Q3 2021 | $1,023,000 | +11.8% | 14,012 | +14.2% | 0.02% | +6.2% |
| Q2 2021 | $915,000 | +5.8% | 12,265 | +0.3% | 0.02% | -11.1% |
| Q1 2021 | $865,000 | +7.5% | 12,224 | +7.2% | 0.02% | 0.0% |
| Q4 2020 | $805,000 | +13.4% | 11,403 | +4.7% | 0.02% | 0.0% |
| Q3 2020 | $710,000 | -2.9% | 10,891 | +0.7% | 0.02% | -14.3% |
| Q2 2020 | $731,000 | +33.6% | 10,810 | +14.9% | 0.02% | +5.0% |
| Q1 2020 | $547,000 | -20.8% | 9,411 | +8.9% | 0.02% | 0.0% |
| Q4 2019 | $691,000 | – | 8,638 | – | 0.02% | – |
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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% |