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 | $1,515,239 | 0.0% | 26,847 | 0.0% | 0.25% | 0.0% |
Q1 2024 | $1,515,239 | -10.9% | 26,847 | +2.4% | 0.25% | -18.3% |
Q4 2023 | $1,699,788 | +18.5% | 26,227 | -1.2% | 0.30% | +8.3% |
Q3 2023 | $1,434,963 | -28.0% | 26,534 | -10.1% | 0.28% | -24.9% |
Q2 2023 | $1,993,940 | -1.4% | 29,514 | +4.7% | 0.37% | -41.1% |
Q1 2023 | $2,023,184 | -17.3% | 28,202 | -2.3% | 0.63% | -19.6% |
Q4 2022 | $2,445,819 | +11.2% | 28,856 | -8.4% | 0.78% | -9.5% |
Q3 2022 | $2,199,000 | -13.8% | 31,504 | +2.4% | 0.86% | -41.1% |
Q2 2022 | $2,550,000 | +3.7% | 30,777 | +1.2% | 1.46% | +16.7% |
Q1 2022 | $2,459,000 | +6.3% | 30,417 | +7.9% | 1.25% | -7.0% |
Q4 2021 | $2,313,000 | +12.7% | 28,186 | +0.3% | 1.35% | +43.7% |
Q3 2021 | $2,053,000 | -1.0% | 28,108 | +1.1% | 0.94% | +3.4% |
Q2 2021 | $2,074,000 | +14.5% | 27,798 | +8.6% | 0.91% | +16.7% |
Q1 2021 | $1,812,000 | +21.9% | 25,606 | +21.6% | 0.78% | +12.0% |
Q4 2020 | $1,487,000 | +21.6% | 21,062 | +12.2% | 0.69% | -3.3% |
Q3 2020 | $1,223,000 | -2.2% | 18,775 | +1.5% | 0.72% | -9.1% |
Q2 2020 | $1,251,000 | +16.5% | 18,490 | 0.0% | 0.79% | +1.4% |
Q1 2020 | $1,074,000 | -41.0% | 18,490 | -18.7% | 0.78% | -10.7% |
Q4 2019 | $1,821,000 | -14.9% | 22,751 | -4.8% | 0.87% | -26.6% |
Q3 2019 | $2,139,000 | +10.3% | 23,901 | 0.0% | 1.19% | +5.1% |
Q2 2019 | $1,940,000 | +3.6% | 23,901 | 0.0% | 1.13% | -1.7% |
Q1 2019 | $1,872,000 | +19.8% | 23,901 | 0.0% | 1.15% | +1.2% |
Q4 2018 | $1,562,000 | – | 23,901 | – | 1.14% | – |
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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% |