WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 695 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $216,711 | -14.7% | 3,300 | -28.1% | 0.02% | -22.6% |
Q3 2023 | $253,947 | -33.6% | 4,590 | -17.7% | 0.03% | -31.1% |
Q2 2023 | $382,607 | -15.2% | 5,575 | -3.0% | 0.04% | -19.6% |
Q1 2023 | $451,287 | +2.2% | 5,750 | +3.1% | 0.06% | 0.0% |
Q4 2022 | $441,624 | +7.2% | 5,575 | -4.0% | 0.06% | -1.8% |
Q3 2022 | $412,000 | -15.9% | 5,810 | -0.9% | 0.06% | -10.9% |
Q2 2022 | $490,000 | +3.4% | 5,860 | 0.0% | 0.06% | +16.4% |
Q1 2022 | $474,000 | +9.2% | 5,860 | +10.8% | 0.06% | +10.0% |
Q4 2021 | $434,000 | +12.4% | 5,290 | 0.0% | 0.05% | -2.0% |
Q3 2021 | $386,000 | +1.8% | 5,290 | +4.1% | 0.05% | -3.8% |
Q2 2021 | $379,000 | +5.6% | 5,080 | 0.0% | 0.05% | -3.6% |
Q1 2021 | $359,000 | -4.5% | 5,080 | -4.7% | 0.06% | -14.1% |
Q4 2020 | $376,000 | -27.7% | 5,330 | -39.5% | 0.06% | -74.6% |
Q4 2015 | $520,000 | -20.6% | 8,810 | -22.3% | 0.25% | -25.2% |
Q3 2015 | $655,000 | -0.6% | 11,335 | +1.3% | 0.34% | +6.6% |
Q2 2015 | $659,000 | +2.6% | 11,185 | +18.5% | 0.32% | +3.6% |
Q1 2015 | $642,000 | +4.2% | 9,440 | +7.4% | 0.30% | -6.4% |
Q4 2014 | $616,000 | +12.8% | 8,790 | +2.7% | 0.33% | +1.2% |
Q3 2014 | $546,000 | +12.1% | 8,560 | +13.2% | 0.32% | +11.4% |
Q2 2014 | $487,000 | +75.8% | 7,560 | +67.6% | 0.29% | +56.2% |
Q4 2013 | $277,000 | – | 4,510 | – | 0.18% | – |
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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% |