WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 353 filers reported holding WP CAREY INC in Q3 2016. The put-call ratio across all filers is 1.02 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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $109,712 | +32.5% | 1,417 | +33.8% | 0.01% | +27.3% |
Q4 2022 | $82,795 | +3.5% | 1,059 | -7.4% | 0.01% | -15.4% |
Q3 2022 | $80,000 | +12.7% | 1,144 | +33.2% | 0.01% | +18.2% |
Q2 2022 | $71,000 | +2.9% | 859 | 0.0% | 0.01% | +10.0% |
Q1 2022 | $69,000 | -1.4% | 859 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $70,000 | +12.9% | 859 | +0.9% | 0.01% | +11.1% |
Q3 2021 | $62,000 | 0.0% | 851 | +3.2% | 0.01% | -10.0% |
Q2 2021 | $62,000 | +6.9% | 825 | 0.0% | 0.01% | -60.0% |
Q1 2021 | $58,000 | 0.0% | 825 | 0.0% | 0.02% | -3.8% |
Q4 2020 | $58,000 | +7.4% | 825 | 0.0% | 0.03% | +23.8% |
Q3 2020 | $54,000 | -3.6% | 825 | 0.0% | 0.02% | -12.5% |
Q2 2020 | $56,000 | +16.7% | 825 | -0.7% | 0.02% | 0.0% |
Q1 2020 | $48,000 | -32.4% | 831 | -5.7% | 0.02% | -14.3% |
Q4 2019 | $71,000 | -10.1% | 881 | 0.0% | 0.03% | -20.0% |
Q3 2019 | $79,000 | +75.6% | 881 | +58.5% | 0.04% | +75.0% |
Q2 2019 | $45,000 | +12.5% | 556 | +9.9% | 0.02% | +11.1% |
Q1 2019 | $40,000 | +21.2% | 506 | 0.0% | 0.02% | +12.5% |
Q4 2018 | $33,000 | +3.1% | 506 | +1.2% | 0.02% | +23.1% |
Q3 2018 | $32,000 | -3.0% | 500 | 0.0% | 0.01% | -13.3% |
Q2 2018 | $33,000 | +6.5% | 500 | 0.0% | 0.02% | +7.1% |
Q1 2018 | $31,000 | -55.1% | 500 | -50.0% | 0.01% | -53.3% |
Q4 2017 | $69,000 | +3.0% | 1,000 | 0.0% | 0.03% | -9.1% |
Q3 2017 | $67,000 | +1.5% | 1,000 | 0.0% | 0.03% | -2.9% |
Q2 2017 | $66,000 | +6.5% | 1,000 | 0.0% | 0.03% | +6.2% |
Q1 2017 | $62,000 | +5.1% | 1,000 | 0.0% | 0.03% | +3.2% |
Q4 2016 | $59,000 | -9.2% | 1,000 | 0.0% | 0.03% | -11.4% |
Q3 2016 | $65,000 | -5.8% | 1,000 | 0.0% | 0.04% | -7.9% |
Q2 2016 | $69,000 | +11.3% | 1,000 | 0.0% | 0.04% | +11.8% |
Q1 2016 | $62,000 | +5.1% | 1,000 | 0.0% | 0.03% | +3.0% |
Q4 2015 | $59,000 | +103.4% | 1,000 | +100.0% | 0.03% | +94.1% |
Q3 2015 | $29,000 | -50.8% | 500 | -50.0% | 0.02% | -50.0% |
Q2 2015 | $59,000 | -13.2% | 1,000 | 0.0% | 0.03% | -20.9% |
Q1 2015 | $68,000 | -2.9% | 1,000 | 0.0% | 0.04% | 0.0% |
Q4 2014 | $70,000 | +118.8% | 1,000 | +100.0% | 0.04% | +115.0% |
Q3 2014 | $32,000 | 0.0% | 500 | 0.0% | 0.02% | +5.3% |
Q2 2014 | $32,000 | +6.7% | 500 | 0.0% | 0.02% | -5.0% |
Q1 2014 | $30,000 | -3.2% | 500 | 0.0% | 0.02% | +5.3% |
Q4 2013 | $31,000 | -3.1% | 500 | 0.0% | 0.02% | -20.8% |
Q3 2013 | $32,000 | -8.6% | 500 | -6.5% | 0.02% | -11.1% |
Q2 2013 | $35,000 | +169.2% | 535 | +167.5% | 0.03% | +92.9% |
Q1 2013 | $13,000 | – | 200 | – | 0.01% | – |
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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% |