WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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 2022 | $376,000 | -23.6% | 4,541 | -25.6% | 0.36% | +23.3% |
| Q1 2022 | $492,000 | -12.5% | 6,100 | -10.9% | 0.29% | +20.5% |
| Q4 2021 | $562,000 | -7.9% | 6,846 | -17.9% | 0.24% | +32.0% |
| Q3 2021 | $610,000 | +20.3% | 8,342 | +22.8% | 0.18% | +129.1% |
| Q2 2021 | $507,000 | -23.8% | 6,794 | -27.7% | 0.08% | -30.1% |
| Q1 2021 | $665,000 | +100.9% | 9,391 | +100.4% | 0.11% | +98.2% |
| Q4 2020 | $331,000 | +11.8% | 4,685 | +3.3% | 0.06% | -5.0% |
| Q3 2020 | $296,000 | +3.1% | 4,535 | +6.0% | 0.06% | -1.6% |
| Q2 2020 | $287,000 | +19.1% | 4,279 | 0.0% | 0.06% | -1.6% |
| Q1 2020 | $241,000 | +1.3% | 4,279 | +44.1% | 0.06% | +8.8% |
| Q4 2019 | $238,000 | -10.5% | 2,969 | 0.0% | 0.06% | -24.0% |
| Q3 2019 | $266,000 | +10.4% | 2,969 | 0.0% | 0.08% | +17.2% |
| Q2 2019 | $241,000 | -49.2% | 2,969 | -51.1% | 0.06% | -42.3% |
| Q1 2019 | $474,000 | -39.1% | 6,077 | -49.7% | 0.11% | -25.5% |
| Q4 2018 | $778,000 | -3.4% | 12,093 | -3.4% | 0.15% | +15.5% |
| Q3 2018 | $805,000 | +0.6% | 12,525 | +4.6% | 0.13% | -7.2% |
| Q2 2018 | $800,000 | +3.0% | 11,971 | -4.5% | 0.14% | -4.1% |
| Q1 2018 | $777,000 | -11.6% | 12,531 | -1.5% | 0.14% | -14.7% |
| Q4 2017 | $879,000 | +4.3% | 12,719 | +1.7% | 0.17% | -6.6% |
| Q3 2017 | $843,000 | -1.6% | 12,510 | -3.4% | 0.18% | -7.6% |
| Q2 2017 | $857,000 | +12.8% | 12,949 | +6.2% | 0.20% | +4.8% |
| Q1 2017 | $760,000 | +3.5% | 12,191 | -1.2% | 0.19% | -6.0% |
| Q4 2016 | $734,000 | -5.4% | 12,337 | +2.3% | 0.20% | -11.5% |
| Q3 2016 | $776,000 | -5.5% | 12,058 | +2.6% | 0.23% | -11.7% |
| Q2 2016 | $821,000 | +9.5% | 11,752 | -2.6% | 0.26% | +4.1% |
| Q1 2016 | $750,000 | +8.1% | 12,070 | +3.5% | 0.25% | +3.8% |
| Q4 2015 | $694,000 | -9.3% | 11,666 | -12.0% | 0.24% | -14.1% |
| Q3 2015 | $765,000 | -2.9% | 13,256 | -0.7% | 0.28% | +5.3% |
| Q2 2015 | $788,000 | -12.0% | 13,350 | +1.2% | 0.26% | -15.2% |
| Q1 2015 | $895,000 | -3.6% | 13,186 | +0.0% | 0.31% | -8.3% |
| Q4 2014 | $928,000 | +11.3% | 13,184 | +1.2% | 0.34% | +9.4% |
| Q3 2014 | $834,000 | -1.3% | 13,031 | -0.7% | 0.31% | +1.3% |
| Q2 2014 | $845,000 | +99.8% | 13,128 | +86.2% | 0.30% | +82.0% |
| Q1 2014 | $423,000 | +100.5% | 7,050 | +104.3% | 0.17% | +96.5% |
| Q4 2013 | $211,000 | – | 3,450 | – | 0.08% | – |
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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% |