WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 755 filers reported holding WP CAREY INC in Q4 2021. The put-call ratio across all filers is 0.54 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,392 | -31.7% | 7,681 | -14.7% | 0.04% | -31.7% |
| Q2 2023 | $608,287 | -11.2% | 9,004 | +1.8% | 0.06% | -25.9% |
| Q1 2023 | $685,255 | -11.1% | 8,848 | -10.3% | 0.08% | -11.0% |
| Q4 2022 | $770,978 | +13.9% | 9,865 | +1.8% | 0.09% | +3.4% |
| Q3 2022 | $677,000 | -18.7% | 9,693 | -3.5% | 0.09% | -12.9% |
| Q2 2022 | $833,000 | +4.4% | 10,048 | +1.8% | 0.10% | +16.1% |
| Q1 2022 | $798,000 | +10.4% | 9,873 | +12.1% | 0.09% | +1.2% |
| Q4 2021 | $723,000 | +20.3% | 8,808 | +7.0% | 0.09% | +13.2% |
| Q3 2021 | $601,000 | +1.0% | 8,229 | +3.1% | 0.08% | +1.3% |
| Q2 2021 | $595,000 | +7.2% | 7,979 | +1.8% | 0.08% | -3.8% |
| Q1 2021 | $555,000 | +6.9% | 7,837 | +6.6% | 0.08% | +1.3% |
| Q4 2020 | $519,000 | +28.8% | 7,350 | +18.8% | 0.08% | +1.3% |
| Q3 2020 | $403,000 | -7.6% | 6,185 | -4.1% | 0.08% | -13.6% |
| Q2 2020 | $436,000 | +23.9% | 6,452 | +6.3% | 0.09% | +2.3% |
| Q1 2020 | $352,000 | -24.0% | 6,067 | +4.9% | 0.09% | -30.6% |
| Q4 2019 | $463,000 | -6.5% | 5,782 | +4.6% | 0.12% | -10.1% |
| Q3 2019 | $495,000 | -9.8% | 5,527 | -15.0% | 0.14% | -17.4% |
| Q2 2019 | $549,000 | +43.0% | 6,502 | +32.7% | 0.17% | +16.8% |
| Q1 2019 | $384,000 | +15.0% | 4,901 | -4.2% | 0.14% | 0.0% |
| Q4 2018 | $334,000 | +9.2% | 5,115 | +7.6% | 0.14% | 0.0% |
| Q3 2018 | $306,000 | +2.3% | 4,753 | +5.5% | 0.14% | -4.7% |
| Q2 2018 | $299,000 | +9.9% | 4,505 | +2.5% | 0.15% | -1.3% |
| Q1 2018 | $272,000 | -3.9% | 4,396 | +6.9% | 0.15% | -8.4% |
| Q4 2017 | $283,000 | +11.9% | 4,113 | +9.5% | 0.17% | +7.1% |
| Q3 2017 | $253,000 | +13.5% | 3,755 | +11.0% | 0.16% | +5.4% |
| Q2 2017 | $223,000 | – | 3,384 | – | 0.15% | – |
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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% |