WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 689 filers reported holding WP CAREY INC in Q2 2021. The put-call ratio across all filers is 1.42 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 2023 | $455,728 | -11.3% | 6,746 | +1.7% | 0.11% | -11.5% |
Q1 2023 | $513,901 | -4.8% | 6,635 | -3.9% | 0.12% | -4.7% |
Q4 2022 | $539,563 | +12.9% | 6,904 | +0.7% | 0.13% | +11.3% |
Q3 2022 | $478,000 | -16.6% | 6,854 | -0.9% | 0.12% | -14.8% |
Q2 2022 | $573,000 | -7.6% | 6,913 | -9.9% | 0.14% | +8.0% |
Q1 2022 | $620,000 | +18.5% | 7,669 | +20.3% | 0.12% | +13.6% |
Q4 2021 | $523,000 | +16.0% | 6,373 | +3.3% | 0.11% | +7.8% |
Q3 2021 | $451,000 | -10.7% | 6,172 | -8.9% | 0.10% | -10.5% |
Q2 2021 | $505,000 | +48.1% | 6,774 | +40.7% | 0.11% | +29.5% |
Q1 2021 | $341,000 | -5.8% | 4,813 | -6.2% | 0.09% | -11.1% |
Q4 2020 | $362,000 | +9.0% | 5,131 | +0.8% | 0.10% | -3.9% |
Q3 2020 | $332,000 | -9.8% | 5,089 | -6.4% | 0.10% | -25.4% |
Q2 2020 | $368,000 | -6.4% | 5,435 | -18.3% | 0.14% | -15.9% |
Q1 2020 | $393,000 | -22.2% | 6,654 | +5.5% | 0.16% | -19.6% |
Q4 2019 | $505,000 | -9.8% | 6,306 | +0.8% | 0.20% | -18.4% |
Q3 2019 | $560,000 | +11.1% | 6,253 | +0.8% | 0.25% | +0.8% |
Q2 2019 | $504,000 | +2.9% | 6,206 | -0.7% | 0.25% | -6.8% |
Q1 2019 | $490,000 | +49.8% | 6,250 | +24.9% | 0.27% | +31.7% |
Q4 2018 | $327,000 | – | 5,006 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gruss & Co., LLC | 97,377 | $6,271,000 | 7.12% |
Rock Point Advisors, LLC | 164,212 | $10,575,000 | 4.62% |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 261,404 | $16,834,000 | 3.12% |
KARPAS STRATEGIES, LLC | 82,400 | $5,307,000 | 2.66% |
Harrison Street Securities, LLC | 85,317 | $5,494,000 | 2.43% |
Stellar Capital Management, LLC | 25,055 | $1,614,000 | 1.78% |
Markel Corporation | 950,200 | $61,193,000 | 1.74% |
Zhang Financial LLC | 39,309 | $2,531,000 | 1.70% |
LAFFER TENGLER INVESTMENTS, INC. | 160,492 | $10,335,704,000 | 1.59% |
NORTHSTAR INVESTMENT ADVISORS LLC | 95,271 | $6,135,000 | 1.58% |