WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 609 filers reported holding WP CAREY INC in Q1 2020. The put-call ratio across all filers is 0.75 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 | $260 | -21.7% | 4,725 | -7.8% | 0.05% | -28.4% |
| Q1 2024 | $332 | 0.0% | 5,125 | 0.0% | 0.07% | 0.0% |
| Q4 2023 | $332 | -1.5% | 5,125 | -17.7% | 0.07% | -9.5% |
| Q3 2023 | $337 | -36.1% | 6,230 | -20.2% | 0.07% | -33.9% |
| Q2 2023 | $527 | -11.1% | 7,805 | +2.0% | 0.11% | -15.8% |
| Q1 2023 | $593 | -7.8% | 7,655 | -7.0% | 0.13% | -14.7% |
| Q4 2022 | $643 | -99.9% | 8,230 | -11.1% | 0.16% | -8.2% |
| Q3 2022 | $646,000 | -17.7% | 9,255 | -2.3% | 0.17% | -14.6% |
| Q2 2022 | $785,000 | -8.9% | 9,470 | -9.9% | 0.20% | +13.7% |
| Q4 2021 | $862,000 | +6.8% | 10,505 | -5.0% | 0.18% | -0.6% |
| Q3 2021 | $807,000 | -2.9% | 11,055 | -5.8% | 0.18% | +16.6% |
| Q1 2021 | $831,000 | +3.9% | 11,740 | +3.6% | 0.15% | -6.2% |
| Q4 2020 | $800,000 | +3.8% | 11,330 | -4.3% | 0.16% | -9.0% |
| Q3 2020 | $771,000 | -37.6% | 11,840 | -35.2% | 0.18% | -40.2% |
| Q2 2020 | $1,236,000 | +3.3% | 18,265 | -11.3% | 0.30% | +0.3% |
| Q1 2020 | $1,196,000 | -90.3% | 20,600 | +33.6% | 0.30% | -0.7% |
| Q4 2019 | $12,338,000 | +817.3% | 15,415 | +2.6% | 0.30% | -15.1% |
| Q3 2019 | $1,345,000 | +24.3% | 15,030 | +12.8% | 0.35% | +22.8% |
| Q2 2019 | $1,082,000 | +12.9% | 13,325 | +8.9% | 0.28% | +11.3% |
| Q1 2019 | $958,000 | +45.8% | 12,235 | +21.6% | 0.26% | +28.0% |
| Q4 2018 | $657,000 | +12.7% | 10,060 | +11.0% | 0.20% | +31.6% |
| Q3 2018 | $583,000 | +18.5% | 9,060 | +14.2% | 0.15% | +5.6% |
| Q1 2018 | $492,000 | -10.1% | 7,935 | 0.0% | 0.14% | -8.3% |
| Q4 2017 | $547,000 | +2.2% | 7,935 | 0.0% | 0.16% | -4.3% |
| Q3 2017 | $535,000 | +33.4% | 7,935 | +22.9% | 0.16% | +22.4% |
| Q1 2017 | $401,000 | +5.2% | 6,455 | 0.0% | 0.13% | +3.9% |
| Q4 2016 | $381,000 | -8.6% | 6,455 | 0.0% | 0.13% | -11.6% |
| Q3 2016 | $417,000 | -6.3% | 6,455 | +0.6% | 0.15% | -8.2% |
| Q2 2016 | $445,000 | +23.6% | 6,415 | +5.3% | 0.16% | +10.4% |
| Q4 2015 | $360,000 | +0.3% | 6,095 | 0.0% | 0.14% | +5.1% |
| Q2 2015 | $359,000 | -13.3% | 6,095 | 0.0% | 0.14% | -12.2% |
| Q1 2015 | $414,000 | -3.0% | 6,095 | 0.0% | 0.16% | -4.9% |
| Q4 2014 | $427,000 | +9.8% | 6,095 | 0.0% | 0.16% | +4.5% |
| Q3 2014 | $389,000 | -3.7% | 6,095 | -2.8% | 0.16% | -4.3% |
| Q2 2014 | $404,000 | +7.2% | 6,270 | 0.0% | 0.16% | 0.0% |
| Q1 2014 | $377,000 | -2.1% | 6,270 | 0.0% | 0.16% | -3.5% |
| Q4 2013 | $385,000 | – | 6,270 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 246,666 | $22,077,000 | 9.22% |
| GSI Capital Advisors LLC | 104,500 | $9,353,000 | 5.49% |
| Seneca House Advisors | 52,799 | $4,726,000 | 4.47% |
| Gruss & Co., LLC | 39,277 | $3,515,000 | 4.28% |
| INSPIRION WEALTH ADVISORS, LLC | 94,901 | $8,494,000 | 3.72% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 82,207 | $7,358,000 | 2.70% |
| KARPAS STRATEGIES, LLC | 73,275 | $6,558,000 | 2.65% |
| A. D. Beadell Investment Counsel, Inc. | 32,398 | $2,899,000 | 2.50% |
| Stellar Capital Management, LLC | 40,885 | $3,659,000 | 2.36% |
| Rench Wealth Management, Inc. | 38,584 | $3,453,000 | 2.23% |