WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 770 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
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 | $745,935 | +6.3% | 13,550 | +9.0% | 0.02% | -4.2% |
| Q1 2024 | $701,861 | -42.5% | 12,436 | -34.0% | 0.02% | -47.8% |
| Q4 2023 | $1,221,521 | +15.3% | 18,836 | -3.9% | 0.05% | -8.0% |
| Q3 2023 | $1,059,534 | -16.9% | 19,592 | +3.8% | 0.05% | -24.2% |
| Q2 2023 | $1,274,717 | -14.0% | 18,868 | -1.4% | 0.07% | -24.1% |
| Q1 2023 | $1,482,753 | +609.5% | 19,145 | +521.0% | 0.09% | +210.7% |
| Q2 2020 | $209,000 | -9.9% | 3,083 | +6.4% | 0.03% | -12.5% |
| Q4 2019 | $232,000 | -10.4% | 2,897 | 0.0% | 0.03% | -20.0% |
| Q3 2019 | $259,000 | +6.6% | 2,897 | -3.1% | 0.04% | +2.6% |
| Q2 2019 | $243,000 | +3.8% | 2,989 | 0.0% | 0.04% | -11.4% |
| Q1 2019 | $234,000 | +8.8% | 2,989 | 0.0% | 0.04% | -4.3% |
| Q4 2018 | $215,000 | – | 2,989 | – | 0.05% | – |
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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% |