WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 235 filers reported holding WP CAREY INC in Q4 2013. The put-call ratio across all filers is 0.35 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 | $248,870 | +17.3% | 3,840 | -2.1% | 0.01% | +9.1% |
Q3 2023 | $212,210 | -17.3% | 3,924 | +3.3% | 0.01% | -21.4% |
Q2 2023 | $256,525 | -12.7% | 3,797 | +0.1% | 0.01% | -17.6% |
Q1 2023 | $293,923 | -0.2% | 3,795 | +0.7% | 0.02% | 0.0% |
Q4 2022 | $294,626 | +9.9% | 3,770 | -1.9% | 0.02% | -5.6% |
Q3 2022 | $268,000 | -15.2% | 3,842 | +0.8% | 0.02% | -10.0% |
Q2 2022 | $316,000 | +2.3% | 3,813 | -0.2% | 0.02% | 0.0% |
Q1 2022 | $309,000 | -0.3% | 3,820 | +1.0% | 0.02% | 0.0% |
Q4 2021 | $310,000 | +13.6% | 3,783 | +1.0% | 0.02% | +5.3% |
Q3 2021 | $273,000 | -2.2% | 3,744 | 0.0% | 0.02% | -13.6% |
Q2 2021 | $279,000 | +5.3% | 3,744 | 0.0% | 0.02% | -62.1% |
Q1 2021 | $265,000 | +0.4% | 3,744 | 0.0% | 0.06% | -10.8% |
Q4 2020 | $264,000 | +8.2% | 3,744 | 0.0% | 0.06% | -12.2% |
Q3 2020 | $244,000 | -3.6% | 3,744 | 0.0% | 0.07% | -2.6% |
Q2 2020 | $253,000 | +16.6% | 3,744 | 0.0% | 0.08% | -9.5% |
Q1 2020 | $217,000 | -26.7% | 3,744 | +1.3% | 0.08% | -7.7% |
Q4 2019 | $296,000 | -10.6% | 3,697 | 0.0% | 0.09% | -27.8% |
Q3 2019 | $331,000 | +10.3% | 3,697 | 0.0% | 0.13% | +5.9% |
Q2 2019 | $300,000 | +3.4% | 3,697 | 0.0% | 0.12% | +8.2% |
Q1 2019 | $290,000 | +19.8% | 3,697 | 0.0% | 0.11% | 0.0% |
Q4 2018 | $242,000 | +1.7% | 3,697 | 0.0% | 0.11% | +17.0% |
Q3 2018 | $238,000 | -2.9% | 3,697 | 0.0% | 0.09% | -4.1% |
Q2 2018 | $245,000 | +7.0% | 3,697 | 0.0% | 0.10% | +34.2% |
Q1 2018 | $229,000 | -9.8% | 3,697 | 0.0% | 0.07% | -12.0% |
Q4 2017 | $254,000 | +2.0% | 3,697 | 0.0% | 0.08% | +12.2% |
Q3 2017 | $249,000 | +2.0% | 3,697 | 0.0% | 0.07% | +2.8% |
Q2 2017 | $244,000 | +6.1% | 3,697 | 0.0% | 0.07% | +7.5% |
Q1 2017 | $230,000 | +5.0% | 3,697 | 0.0% | 0.07% | +8.1% |
Q4 2016 | $219,000 | +5.8% | 3,697 | +11.0% | 0.06% | -75.0% |
Q1 2016 | $207,000 | -8.4% | 3,330 | 0.0% | 0.25% | +10.2% |
Q1 2015 | $226,000 | -3.0% | 3,330 | 0.0% | 0.22% | -7.4% |
Q4 2014 | $233,000 | -11.1% | 3,330 | -19.2% | 0.24% | -11.6% |
Q3 2014 | $262,000 | +8.3% | 4,119 | +9.8% | 0.28% | +26.7% |
Q2 2014 | $242,000 | -2.0% | 3,752 | -8.9% | 0.22% | +29.2% |
Q1 2014 | $247,000 | -2.4% | 4,119 | 0.0% | 0.17% | -24.3% |
Q4 2013 | $253,000 | – | 4,119 | – | 0.22% | – |
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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% |