WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 597 filers reported holding WP CAREY INC in Q3 2019. The put-call ratio across all filers is 1.87 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 | $316,648 | -2.5% | 5,752 | 0.0% | 0.04% | -6.5% |
Q1 2024 | $324,643 | -11.5% | 5,752 | +1.6% | 0.05% | -20.7% |
Q4 2023 | $366,760 | +10.5% | 5,659 | -8.8% | 0.06% | -1.7% |
Q3 2023 | $331,790 | -21.8% | 6,204 | -1.2% | 0.06% | -19.2% |
Q2 2023 | $424,142 | -21.7% | 6,278 | -10.3% | 0.07% | -25.5% |
Q1 2023 | $541,995 | +10.2% | 6,998 | -0.7% | 0.10% | -13.3% |
Q3 2022 | $492,000 | -15.8% | 7,050 | 0.0% | 0.11% | -4.2% |
Q2 2022 | $584,000 | +5.4% | 7,050 | +2.8% | 0.12% | +12.4% |
Q1 2022 | $554,000 | +3.2% | 6,856 | +4.7% | 0.10% | +56.7% |
Q4 2021 | $537,000 | +12.3% | 6,547 | 0.0% | 0.07% | -30.2% |
Q3 2021 | $478,000 | -3.4% | 6,547 | -1.2% | 0.10% | -3.0% |
Q2 2021 | $495,000 | +1.2% | 6,629 | -4.1% | 0.10% | -7.5% |
Q1 2021 | $489,000 | -0.8% | 6,909 | -1.0% | 0.11% | -10.1% |
Q4 2020 | $493,000 | +4.7% | 6,979 | 0.0% | 0.12% | +0.8% |
Q3 2020 | $471,000 | -0.2% | 6,979 | 0.0% | 0.12% | -5.6% |
Q2 2020 | $472,000 | +11.1% | 6,979 | -4.7% | 0.12% | -4.6% |
Q1 2020 | $425,000 | -34.3% | 7,320 | -9.5% | 0.13% | -23.4% |
Q4 2019 | $647,000 | -12.3% | 8,087 | -0.5% | 0.17% | -25.0% |
Q3 2019 | $738,000 | +11.0% | 8,129 | -0.7% | 0.23% | +6.0% |
Q2 2019 | $665,000 | +4.1% | 8,189 | +0.4% | 0.22% | +1.9% |
Q1 2019 | $639,000 | +12.1% | 8,159 | 0.0% | 0.21% | +5.0% |
Q4 2018 | $570,000 | +8.6% | 8,159 | 0.0% | 0.20% | +15.5% |
Q3 2018 | $525,000 | -3.0% | 8,159 | 0.0% | 0.17% | -13.0% |
Q2 2018 | $541,000 | +3.6% | 8,159 | -3.1% | 0.20% | -1.0% |
Q1 2018 | $522,000 | -7.8% | 8,419 | +2.4% | 0.20% | -17.6% |
Q4 2017 | $566,000 | – | 8,219 | – | 0.24% | – |
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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% |