WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,401,221 | -20.2% | 81,383 | -0.4% | 0.01% | -20.0% |
| Q2 2023 | $5,518,109 | +82979.0% | 81,680 | -4.8% | 0.02% | -21.1% |
| Q1 2023 | $6,642 | -3.3% | 85,766 | -2.4% | 0.02% | -13.6% |
| Q4 2022 | $6,870 | -99.9% | 87,919 | +29.6% | 0.02% | +15.8% |
| Q3 2022 | $4,734,000 | -4.4% | 67,816 | +13.5% | 0.02% | -5.0% |
| Q2 2022 | $4,951,000 | +4.9% | 59,755 | +2.3% | 0.02% | +11.1% |
| Q1 2022 | $4,720,000 | +11.3% | 58,388 | +13.0% | 0.02% | 0.0% |
| Q4 2021 | $4,241,000 | +18.0% | 51,688 | +5.0% | 0.02% | -5.3% |
| Q3 2021 | $3,595,000 | +292.9% | 49,218 | +301.5% | 0.02% | +216.7% |
| Q2 2021 | $915,000 | -3.6% | 12,258 | -8.6% | 0.01% | -14.3% |
| Q1 2021 | $949,000 | -8.6% | 13,405 | -8.9% | 0.01% | -12.5% |
| Q4 2020 | $1,038,000 | +14.1% | 14,710 | +5.4% | 0.01% | -11.1% |
| Q3 2020 | $910,000 | -4.4% | 13,959 | -0.8% | 0.01% | -10.0% |
| Q2 2020 | $952,000 | +8.8% | 14,073 | -6.5% | 0.01% | -9.1% |
| Q1 2020 | $875,000 | -20.4% | 15,057 | +9.6% | 0.01% | 0.0% |
| Q4 2019 | $1,099,000 | -10.1% | 13,735 | +0.6% | 0.01% | -26.7% |
| Q3 2019 | $1,222,000 | +18.9% | 13,658 | +7.8% | 0.02% | +25.0% |
| Q2 2019 | $1,028,000 | -10.3% | 12,669 | -13.4% | 0.01% | -25.0% |
| Q1 2019 | $1,146,000 | -7.5% | 14,627 | -22.9% | 0.02% | -27.3% |
| Q4 2018 | $1,239,000 | +54.3% | 18,966 | +51.9% | 0.02% | +4.8% |
| Q3 2018 | $803,000 | -4.3% | 12,483 | -1.3% | 0.02% | -12.5% |
| Q2 2018 | $839,000 | +9.4% | 12,642 | +2.1% | 0.02% | -11.1% |
| Q1 2018 | $767,000 | +11.3% | 12,378 | +23.8% | 0.03% | 0.0% |
| Q4 2017 | $689,000 | +2.2% | 10,000 | 0.0% | 0.03% | -10.0% |
| Q3 2017 | $674,000 | +2.1% | 10,000 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $660,000 | +6.1% | 10,000 | 0.0% | 0.03% | +14.8% |
| Q1 2017 | $622,000 | – | 10,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gruss & Co., LLC | 97,377 | $6,271,000 | 7.12% |
| Rock Point Advisors, LLC | 164,212 | $10,575,000 | 4.62% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 261,404 | $16,834,000 | 3.12% |
| KARPAS STRATEGIES, LLC | 82,400 | $5,307,000 | 2.66% |
| Harrison Street Securities, LLC | 85,317 | $5,494,000 | 2.43% |
| Stellar Capital Management, LLC | 25,055 | $1,614,000 | 1.78% |
| Markel Corporation | 950,200 | $61,193,000 | 1.74% |
| Zhang Financial LLC | 39,309 | $2,531,000 | 1.70% |
| LAFFER TENGLER INVESTMENTS, INC. | 160,492 | $10,335,704,000 | 1.59% |
| NORTHSTAR INVESTMENT ADVISORS LLC | 95,271 | $6,135,000 | 1.58% |