WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 761 filers reported holding WP CAREY INC in Q2 2024. The put-call ratio across all filers is 0.65 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $379,841 | -59.9% | 6,730 | -58.3% | 0.21% | -26.3% |
| Q4 2023 | $946,121 | +86.3% | 16,153 | +72.0% | 0.28% | -10.7% |
| Q3 2023 | $507,811 | -21.1% | 9,390 | -1.5% | 0.32% | -16.1% |
| Q2 2023 | $643,982 | -14.8% | 9,532 | -6.4% | 0.38% | -14.0% |
| Q1 2023 | $755,504 | -1.8% | 10,182 | +3.5% | 0.44% | -4.5% |
| Q4 2022 | $769,152 | +8.9% | 9,842 | -2.7% | 0.46% | -0.4% |
| Q3 2022 | $706,000 | -18.2% | 10,117 | -2.9% | 0.46% | -12.4% |
| Q2 2022 | $863,000 | +2.5% | 10,417 | 0.0% | 0.53% | +14.4% |
| Q1 2022 | $842,000 | +7.1% | 10,417 | 0.0% | 0.46% | +5.0% |
| Q4 2021 | $786,000 | +5.2% | 10,417 | +1.9% | 0.44% | +5.2% |
| Q3 2021 | $747,000 | -8.8% | 10,227 | -2.4% | 0.42% | -6.7% |
| Q2 2021 | $819,000 | +13.9% | 10,477 | +4.5% | 0.45% | +8.2% |
| Q1 2021 | $719,000 | +7.6% | 10,027 | +3.6% | 0.42% | -2.6% |
| Q4 2020 | $668,000 | -51.5% | 9,677 | -53.1% | 0.43% | -16.6% |
| Q3 2020 | $1,377,000 | +75.0% | 20,649 | +77.5% | 0.51% | -15.2% |
| Q2 2020 | $787,000 | +23.9% | 11,635 | +6.4% | 0.60% | -2.9% |
| Q1 2020 | $635,000 | -36.7% | 10,935 | -12.8% | 0.62% | -9.9% |
| Q4 2019 | $1,003,000 | -12.0% | 12,535 | -1.6% | 0.69% | -17.3% |
| Q3 2019 | $1,140,000 | -50.1% | 12,735 | -68.2% | 0.83% | -49.9% |
| Q2 2019 | $2,286,000 | +118.1% | 40,007 | +198.9% | 1.66% | +121.1% |
| Q1 2019 | $1,048,000 | +14.9% | 13,385 | -4.1% | 0.75% | +5.9% |
| Q4 2018 | $912,000 | +1.6% | 13,960 | 0.0% | 0.71% | +19.1% |
| Q3 2018 | $898,000 | -99.3% | 13,960 | +625.2% | 0.60% | +628.0% |
| Q1 2016 | $119,812,000 | +45.4% | 1,925 | +35.1% | 0.08% | +34.4% |
| Q3 2015 | $82,379,000 | +1018.1% | 1,425 | +1040.0% | 0.06% | +1120.0% |
| Q2 2015 | $7,368,000 | -13.3% | 125 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $8,500,000 | -3.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $8,763,000 | – | 125 | – | 0.01% | – |
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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% |