WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 810 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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 | $871,199 | -3.8% | 15,826 | -1.4% | 0.17% | -1.2% |
Q1 2024 | $905,444 | -12.9% | 16,043 | 0.0% | 0.17% | -2.3% |
Q4 2023 | $1,039,721 | +19.4% | 16,043 | -0.3% | 0.17% | +14.7% |
Q3 2023 | $870,504 | -24.2% | 16,097 | -5.3% | 0.15% | -22.7% |
Q2 2023 | $1,147,750 | -13.9% | 16,989 | -1.3% | 0.19% | -15.7% |
Q1 2023 | $1,333,271 | -2.8% | 17,215 | -2.0% | 0.23% | -5.7% |
Q4 2022 | $1,372,204 | +10.9% | 17,559 | -0.9% | 0.24% | +3.4% |
Q3 2022 | $1,237,000 | -14.6% | 17,719 | +1.4% | 0.24% | -8.9% |
Q2 2022 | $1,449,000 | +3.2% | 17,482 | +0.6% | 0.26% | +16.7% |
Q1 2022 | $1,404,000 | -0.2% | 17,373 | -1.6% | 0.22% | +2.8% |
Q4 2021 | $1,407,000 | +9.2% | 17,653 | 0.0% | 0.22% | +2.4% |
Q3 2021 | $1,289,000 | -2.4% | 17,653 | -0.3% | 0.21% | -2.8% |
Q2 2021 | $1,321,000 | +3.7% | 17,703 | -1.7% | 0.22% | -2.7% |
Q1 2021 | $1,274,000 | +0.5% | 18,003 | +0.2% | 0.22% | +3.7% |
Q4 2020 | $1,268,000 | +6.0% | 17,968 | -2.1% | 0.22% | +27.2% |
Q3 2020 | $1,196,000 | -6.3% | 18,353 | -2.7% | 0.17% | -12.9% |
Q2 2020 | $1,276,000 | +10.7% | 18,860 | -5.0% | 0.19% | -8.9% |
Q1 2020 | $1,153,000 | -27.5% | 19,860 | -0.1% | 0.21% | -16.5% |
Q4 2019 | $1,591,000 | -8.5% | 19,883 | -3.4% | 0.26% | -9.6% |
Q3 2019 | $1,738,000 | +6852.0% | 20,583 | +6693.1% | 0.28% | +2463.6% |
Q2 2019 | $25,000 | +4.2% | 303 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $24,000 | +300.0% | 303 | +256.5% | 0.01% | +266.7% |
Q4 2018 | $6,000 | +20.0% | 85 | 0.0% | 0.00% | +50.0% |
Q3 2018 | $5,000 | -16.7% | 85 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $6,000 | +20.0% | 85 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | – | 85 | – | 0.00% | – |
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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% |