WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,822 | -18.9% | 5,359 | +1.3% | 0.15% | -11.4% |
| Q2 2023 | $357,344 | -11.7% | 5,289 | +1.3% | 0.17% | -19.3% |
| Q1 2023 | $404,509 | +0.2% | 5,223 | +1.1% | 0.21% | +2.0% |
| Q4 2022 | $403,797 | +22.4% | 5,167 | +9.2% | 0.20% | +28.5% |
| Q3 2022 | $330,000 | -14.9% | 4,732 | +1.2% | 0.16% | -0.6% |
| Q2 2022 | $388,000 | +3.5% | 4,678 | +0.6% | 0.16% | +10.4% |
| Q1 2022 | $375,000 | +0.8% | 4,648 | +2.4% | 0.14% | -12.2% |
| Q4 2021 | $372,000 | +13.8% | 4,538 | +1.2% | 0.16% | -10.4% |
| Q3 2021 | $327,000 | +46.0% | 4,482 | +49.6% | 0.18% | -3.2% |
| Q2 2021 | $224,000 | -73.7% | 2,996 | -77.4% | 0.19% | -73.3% |
| Q2 2014 | $852,000 | -0.7% | 13,230 | -7.4% | 0.71% | +2.2% |
| Q1 2014 | $858,000 | +35.1% | 14,288 | +38.0% | 0.69% | +29.5% |
| Q4 2013 | $635,000 | +1.0% | 10,350 | +6.5% | 0.54% | -13.8% |
| Q3 2013 | $629,000 | – | 9,718 | – | 0.62% | – |
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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% |