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 | $307,408 | -32.3% | 5,684 | -99.1% | 0.01% | -28.6% |
| Q2 2023 | $454,100 | -71.0% | 614,659 | +2438.8% | 0.01% | -74.1% |
| Q1 2023 | $1,565,241 | +78.0% | 24,211 | +115.2% | 0.03% | +68.8% |
| Q4 2022 | $879,175 | -2.2% | 11,250 | -12.6% | 0.02% | -20.0% |
| Q3 2022 | $899,000 | -28.0% | 12,878 | -14.5% | 0.02% | -28.6% |
| Q2 2022 | $1,249,000 | +5.5% | 15,068 | +2.8% | 0.03% | +7.7% |
| Q1 2022 | $1,184,000 | -10.2% | 14,651 | -8.8% | 0.03% | -16.1% |
| Q4 2021 | $1,318,000 | +3.2% | 16,068 | -8.1% | 0.03% | -11.4% |
| Q3 2021 | $1,277,000 | -49.2% | 17,480 | -48.1% | 0.04% | -50.0% |
| Q2 2021 | $2,513,000 | -15.1% | 33,676 | -19.5% | 0.07% | -25.5% |
| Q1 2021 | $2,959,000 | +1263.6% | 41,811 | +1160.5% | 0.09% | +452.9% |
| Q4 2018 | $217,000 | – | 3,317 | – | 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% |