WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |