WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 689 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,353 | -32.5% | 80,500 | -15.7% | 0.06% | -26.1% |
| Q2 2023 | $6,452 | +8.9% | 95,500 | +24.8% | 0.09% | +2.3% |
| Q1 2023 | $5,925 | +14.0% | 76,500 | +15.0% | 0.09% | +13.2% |
| Q4 2022 | $5,197 | -99.9% | 66,500 | +31.7% | 0.08% | +40.7% |
| Q3 2022 | $3,525,000 | -24.7% | 50,500 | -10.6% | 0.05% | -19.4% |
| Q2 2022 | $4,682,000 | +2.5% | 56,500 | 0.0% | 0.07% | +21.8% |
| Q1 2022 | $4,567,000 | -34.1% | 56,500 | -33.1% | 0.06% | -28.6% |
| Q4 2021 | $6,933,000 | +12.3% | 84,500 | 0.0% | 0.08% | +6.9% |
| Q3 2021 | $6,172,000 | -2.1% | 84,500 | 0.0% | 0.07% | -6.5% |
| Q2 2021 | $6,305,000 | +5.5% | 84,500 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $5,979,000 | +0.3% | 84,500 | 0.0% | 0.08% | -18.1% |
| Q4 2020 | $5,964,000 | +8.3% | 84,500 | 0.0% | 0.09% | +16.0% |
| Q3 2020 | $5,506,000 | -3.7% | 84,500 | 0.0% | 0.08% | -6.9% |
| Q2 2020 | $5,716,000 | +16.5% | 84,500 | 0.0% | 0.09% | -7.4% |
| Q1 2020 | $4,908,000 | -43.2% | 84,500 | -21.8% | 0.09% | -30.4% |
| Q4 2019 | $8,644,000 | +124.6% | 108,000 | +151.2% | 0.14% | +125.0% |
| Q3 2019 | $3,849,000 | +10.3% | 43,000 | 0.0% | 0.06% | +13.2% |
| Q2 2019 | $3,491,000 | +3.7% | 43,000 | 0.0% | 0.05% | +3.9% |
| Q1 2019 | $3,368,000 | +19.9% | 43,000 | 0.0% | 0.05% | +13.3% |
| Q4 2018 | $2,810,000 | +1.6% | 43,000 | 0.0% | 0.04% | +21.6% |
| Q3 2018 | $2,765,000 | +160.4% | 43,000 | +168.8% | 0.04% | +164.3% |
| Q2 2018 | $1,062,000 | +7.1% | 16,000 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $992,000 | -10.0% | 16,000 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $1,102,000 | +2.2% | 16,000 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,078,000 | +2.1% | 16,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,056,000 | +6.0% | 16,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $996,000 | -35.2% | 16,000 | -38.5% | 0.01% | -33.3% |
| Q4 2016 | $1,536,000 | -8.5% | 26,000 | 0.0% | 0.02% | -8.7% |
| Q3 2016 | $1,678,000 | -7.0% | 26,000 | 0.0% | 0.02% | -8.0% |
| Q2 2016 | $1,805,000 | +11.6% | 26,000 | 0.0% | 0.02% | +13.6% |
| Q1 2016 | $1,618,000 | +5.5% | 26,000 | 0.0% | 0.02% | +4.8% |
| Q4 2015 | $1,534,000 | +2.1% | 26,000 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $1,503,000 | -1.9% | 26,000 | 0.0% | 0.02% | +5.0% |
| Q2 2015 | $1,532,000 | -13.3% | 26,000 | 0.0% | 0.02% | -13.0% |
| Q1 2015 | $1,768,000 | -3.0% | 26,000 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $1,823,000 | +10.0% | 26,000 | 0.0% | 0.02% | +4.5% |
| Q3 2014 | $1,658,000 | -1.0% | 26,000 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $1,674,000 | +7.2% | 26,000 | 0.0% | 0.02% | +4.8% |
| Q1 2014 | $1,562,000 | -2.1% | 26,000 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $1,595,000 | -5.2% | 26,000 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $1,682,000 | -2.2% | 26,000 | 0.0% | 0.02% | +5.0% |
| Q2 2013 | $1,720,000 | – | 26,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seneca House Advisors | 101,564 | $8,416,000 | 5.50% |
| Presima Securities ULC | 224,300 | $18,585,000 | 4.56% |
| EWG Elevate Inc. | 86,360 | $7,156,000 | 3.48% |
| Demars Financial Group, LLC | 72,175 | $5,980,000 | 3.41% |
| Community Capital Management, LLC | 28,200 | $2,337,000 | 2.84% |
| Capital Square, LLC | 41,018 | $3,398,000 | 2.82% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 107,342 | $8,894,000 | 2.71% |
| TriaGen Wealth Management LLC | 43,974 | $3,644,000 | 2.59% |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2,847,000 | 2.39% |
| Investmark Advisory Group LLC | 27,329 | $2,264,000 | 2.24% |