WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 637 filers reported holding WP CAREY INC in Q4 2019. The put-call ratio across all filers is 1.15 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 2024 | $3,550,839 | -7.3% | 64,502 | -5.0% | 0.00% | 0.0% |
Q1 2024 | $3,832,345 | -14.9% | 67,901 | -2.3% | 0.00% | -50.0% |
Q4 2023 | $4,505,082 | +28.2% | 69,512 | +7.0% | 0.01% | +60.0% |
Q3 2023 | $3,513,738 | -22.3% | 64,973 | -2.9% | 0.01% | -16.7% |
Q2 2023 | $4,520,853 | -16.0% | 66,916 | -3.7% | 0.01% | -25.0% |
Q1 2023 | $5,379,145 | -1.6% | 69,453 | -0.7% | 0.01% | 0.0% |
Q4 2022 | $5,468,613 | +16.5% | 69,976 | +4.0% | 0.01% | 0.0% |
Q3 2022 | $4,695,000 | +19.9% | 67,257 | +42.3% | 0.01% | +33.3% |
Q2 2022 | $3,916,000 | +22.2% | 47,262 | +19.2% | 0.01% | +20.0% |
Q1 2022 | $3,205,000 | +1.9% | 39,646 | +3.5% | 0.01% | 0.0% |
Q4 2021 | $3,144,000 | +11.0% | 38,319 | -1.2% | 0.01% | 0.0% |
Q3 2021 | $2,832,000 | -4.6% | 38,771 | -2.6% | 0.01% | 0.0% |
Q2 2021 | $2,970,000 | +4.0% | 39,802 | -1.4% | 0.01% | -16.7% |
Q1 2021 | $2,857,000 | +0.7% | 40,369 | +0.5% | 0.01% | 0.0% |
Q4 2020 | $2,836,000 | +7.0% | 40,176 | -1.2% | 0.01% | -14.3% |
Q3 2020 | $2,651,000 | +3.5% | 40,682 | +7.5% | 0.01% | 0.0% |
Q2 2020 | $2,561,000 | +30.1% | 37,853 | +11.7% | 0.01% | 0.0% |
Q1 2020 | $1,968,000 | -20.8% | 33,876 | +9.1% | 0.01% | 0.0% |
Q4 2019 | $2,485,000 | -30.6% | 31,042 | -22.5% | 0.01% | -41.7% |
Q3 2019 | $3,583,000 | +18.6% | 40,037 | +7.5% | 0.01% | +20.0% |
Q2 2019 | $3,022,000 | -1.5% | 37,228 | -4.9% | 0.01% | -9.1% |
Q1 2019 | $3,067,000 | +7.5% | 39,153 | -10.3% | 0.01% | -8.3% |
Q4 2018 | $2,852,000 | +61.4% | 43,651 | +58.9% | 0.01% | +71.4% |
Q3 2018 | $1,767,000 | -1.7% | 27,469 | +1.3% | 0.01% | 0.0% |
Q2 2018 | $1,798,000 | +34.1% | 27,105 | +25.3% | 0.01% | +40.0% |
Q1 2018 | $1,341,000 | -8.0% | 21,636 | +2.3% | 0.01% | -16.7% |
Q4 2017 | $1,457,000 | +2.4% | 21,154 | +0.2% | 0.01% | -14.3% |
Q3 2017 | $1,423,000 | -5.6% | 21,119 | -7.6% | 0.01% | -12.5% |
Q2 2017 | $1,508,000 | +0.1% | 22,849 | -5.6% | 0.01% | 0.0% |
Q1 2017 | $1,507,000 | +5.8% | 24,216 | +0.4% | 0.01% | -11.1% |
Q4 2016 | $1,425,000 | -8.7% | 24,116 | -0.3% | 0.01% | -10.0% |
Q3 2016 | $1,561,000 | +38.5% | 24,197 | +49.1% | 0.01% | +25.0% |
Q2 2016 | $1,127,000 | -6.9% | 16,232 | -16.5% | 0.01% | -11.1% |
Q1 2016 | $1,210,000 | +35.5% | 19,438 | +28.5% | 0.01% | +28.6% |
Q4 2015 | $893,000 | -14.9% | 15,130 | -16.6% | 0.01% | -22.2% |
Q3 2015 | $1,049,000 | +38.2% | 18,137 | +40.8% | 0.01% | +28.6% |
Q2 2015 | $759,000 | +9.8% | 12,879 | +26.7% | 0.01% | +16.7% |
Q1 2015 | $691,000 | -11.6% | 10,165 | -8.9% | 0.01% | -25.0% |
Q4 2014 | $782,000 | +26.5% | 11,160 | +15.2% | 0.01% | +14.3% |
Q3 2014 | $618,000 | +70.7% | 9,688 | +72.6% | 0.01% | +40.0% |
Q2 2014 | $362,000 | +27.0% | 5,614 | +18.4% | 0.01% | +25.0% |
Q1 2014 | $285,000 | +34.4% | 4,741 | +37.4% | 0.00% | 0.0% |
Q4 2013 | $212,000 | +91.0% | 3,450 | +101.9% | 0.00% | +100.0% |
Q3 2013 | $111,000 | -51.9% | 1,709 | -50.9% | 0.00% | -60.0% |
Q2 2013 | $231,000 | – | 3,484 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rock Point Advisors, LLC | 125,724 | $7,794,000 | 3.84% |
Gruss & Co., LLC | 50,277 | $3,117,000 | 3.15% |
PRING TURNER CAPITAL GROUP INC | 34,125 | $2,115,000 | 2.20% |
RPg Family Wealth Advisory, LLC | 41,085 | $2,546,859,000 | 2.09% |
KARPAS STRATEGIES, LLC | 75,450 | $4,677,000 | 2.03% |
Seneca House Advisors | 37,423 | $2,320,000 | 1.94% |
A. D. Beadell Investment Counsel, Inc. | 36,296 | $2,250,000 | 1.94% |
NORTHSTAR INVESTMENT ADVISORS LLC | 147,785 | $9,161,000 | 1.94% |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 77,594 | $4,810,024,000 | 1.89% |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 310,288 | $19,235,000 | 1.87% |