WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 810 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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 | $4,855,786 | -7.2% | 88,207 | -4.8% | 0.37% | -8.0% |
Q1 2024 | $5,231,292 | -13.4% | 92,688 | -0.6% | 0.40% | -19.2% |
Q4 2023 | $6,042,336 | +13.1% | 93,232 | -5.6% | 0.49% | -0.2% |
Q3 2023 | $5,342,618 | -20.3% | 98,791 | -0.4% | 0.50% | -16.2% |
Q2 2023 | $6,700,399 | -18.8% | 99,177 | -6.9% | 0.59% | -23.2% |
Q1 2023 | $8,251,601 | +0.9% | 106,541 | +1.8% | 0.77% | -5.4% |
Q4 2022 | $8,177,303 | +11.9% | 104,636 | -0.0% | 0.81% | +1.8% |
Q3 2022 | $7,306,000 | -15.3% | 104,666 | +0.5% | 0.80% | -11.0% |
Q2 2022 | $8,629,000 | +3.1% | 104,136 | +0.5% | 0.90% | +25.4% |
Q1 2022 | $8,373,000 | +11.3% | 103,577 | +13.0% | 0.72% | +14.7% |
Q4 2021 | $7,522,000 | +16.5% | 91,681 | +3.7% | 0.62% | +2.0% |
Q3 2021 | $6,456,000 | +98.3% | 88,386 | +102.6% | 0.61% | +142.3% |
Q2 2021 | $3,255,000 | +6.1% | 43,616 | +0.6% | 0.25% | -18.9% |
Q1 2021 | $3,068,000 | -0.4% | 43,354 | -0.7% | 0.31% | -12.1% |
Q4 2020 | $3,081,000 | – | 43,657 | – | 0.36% | – |
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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% |