WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 17 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | $925,634 | -29.9% | 17,116 | -12.5% | 0.03% | -34.1% |
Q2 2023 | $1,321,339 | +132166.2% | 19,558 | +51.7% | 0.04% | +37.5% |
Q1 2023 | $999 | +62.4% | 12,896 | +63.7% | 0.03% | +28.0% |
Q4 2022 | $615 | -99.9% | 7,876 | -17.7% | 0.02% | +127.3% |
Q3 2022 | $668,000 | +51.1% | 9,567 | +79.4% | 0.01% | +10.0% |
Q2 2022 | $442,000 | +22.1% | 5,334 | +19.3% | 0.01% | +233.3% |
Q1 2022 | $362,000 | -49.1% | 4,472 | -48.4% | 0.00% | -75.0% |
Q4 2021 | $711,000 | +7.2% | 8,670 | -4.5% | 0.01% | -29.4% |
Q3 2021 | $663,000 | -35.1% | 9,078 | -33.7% | 0.02% | -37.0% |
Q2 2021 | $1,022,000 | -56.8% | 13,693 | -59.0% | 0.03% | -32.5% |
Q1 2021 | $2,364,000 | +107.9% | 33,397 | +107.3% | 0.04% | +14.3% |
Q4 2020 | $1,137,000 | +431.3% | 16,109 | +391.7% | 0.04% | +1650.0% |
Q3 2020 | $214,000 | +76.9% | 3,276 | +82.6% | 0.00% | -60.0% |
Q2 2020 | $121,000 | +75.4% | 1,794 | +51.0% | 0.01% | +25.0% |
Q1 2020 | $69,000 | -88.2% | 1,188 | -81.9% | 0.00% | -90.0% |
Q3 2019 | $587,000 | -33.9% | 6,563 | -40.0% | 0.04% | -33.3% |
Q2 2019 | $888,000 | +81.6% | 10,933 | +75.4% | 0.06% | +100.0% |
Q1 2019 | $489,000 | +361.3% | 6,234 | +286.2% | 0.03% | +275.0% |
Q4 2018 | $106,000 | +71.0% | 1,614 | +66.6% | 0.01% | +60.0% |
Q3 2018 | $62,000 | -91.9% | 969 | -91.6% | 0.01% | -88.4% |
Q2 2018 | $764,000 | +758.4% | 11,517 | +706.5% | 0.04% | +437.5% |
Q1 2018 | $89,000 | +39.1% | 1,428 | +32.8% | 0.01% | +14.3% |
Q4 2016 | $64,000 | +966.7% | 1,075 | +975.0% | 0.01% | +600.0% |
Q3 2016 | $6,000 | -66.7% | 100 | -67.7% | 0.00% | -66.7% |
Q4 2015 | $18,000 | -63.3% | 310 | -57.3% | 0.00% | -50.0% |
Q1 2015 | $49,000 | -79.3% | 726 | -78.5% | 0.01% | -73.9% |
Q4 2014 | $237,000 | +338.9% | 3,375 | +297.5% | 0.02% | +283.3% |
Q3 2014 | $54,000 | -66.9% | 849 | -66.3% | 0.01% | -66.7% |
Q3 2013 | $163,000 | -36.3% | 2,521 | -34.9% | 0.02% | -14.3% |
Q2 2013 | $256,000 | – | 3,874 | – | 0.02% | – |
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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% |