WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 827 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 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 | $72,611 | -2.5% | 1,319 | 0.0% | 0.01% | -8.3% |
| Q1 2024 | $74,444 | -12.9% | 1,319 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $85,484 | +19.8% | 1,319 | 0.0% | 0.01% | +16.7% |
| Q3 2023 | $71,332 | -20.0% | 1,319 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $89,112 | -12.8% | 1,319 | 0.0% | 0.01% | -17.6% |
| Q1 2023 | $102,157 | -0.9% | 1,319 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $103,080 | +12.0% | 1,319 | 0.0% | 0.02% | +6.2% |
| Q3 2022 | $92,000 | -15.6% | 1,319 | 0.0% | 0.02% | -15.8% |
| Q2 2022 | $109,000 | +1.9% | 1,319 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $107,000 | -0.9% | 1,319 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $108,000 | +12.5% | 1,319 | 0.0% | 0.02% | +13.3% |
| Q3 2021 | $96,000 | -2.0% | 1,319 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $98,000 | +5.4% | 1,319 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $93,000 | 0.0% | 1,319 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $93,000 | +8.1% | 1,319 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $86,000 | -3.4% | 1,319 | 0.0% | 0.02% | +11.1% |
| Q2 2020 | $89,000 | +15.6% | 1,319 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $77,000 | -27.4% | 1,319 | 0.0% | 0.02% | -18.2% |
| Q4 2019 | $106,000 | -10.2% | 1,319 | 0.0% | 0.02% | -15.4% |
| Q3 2019 | $118,000 | +10.3% | 1,319 | 0.0% | 0.03% | +13.0% |
| Q2 2019 | $107,000 | +3.9% | 1,319 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $103,000 | +19.8% | 1,319 | 0.0% | 0.02% | +15.8% |
| Q4 2018 | $86,000 | -24.6% | 1,319 | -25.4% | 0.02% | -17.4% |
| Q3 2018 | $114,000 | -2.6% | 1,769 | 0.0% | 0.02% | -4.2% |
| Q2 2018 | $117,000 | -28.2% | 1,769 | -32.7% | 0.02% | -29.4% |
| Q1 2018 | $163,000 | -60.3% | 2,627 | -56.0% | 0.03% | -57.0% |
| Q4 2017 | $411,000 | +39.8% | 5,969 | +36.6% | 0.08% | +33.9% |
| Q3 2017 | $294,000 | +34.2% | 4,369 | +31.6% | 0.06% | +9.3% |
| Q2 2017 | $219,000 | +5.8% | 3,319 | 0.0% | 0.05% | -15.6% |
| Q1 2017 | $207,000 | – | 3,319 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 246,666 | $22,077,000 | 9.22% |
| GSI Capital Advisors LLC | 104,500 | $9,353,000 | 5.49% |
| Seneca House Advisors | 52,799 | $4,726,000 | 4.47% |
| Gruss & Co., LLC | 39,277 | $3,515,000 | 4.28% |
| INSPIRION WEALTH ADVISORS, LLC | 94,901 | $8,494,000 | 3.72% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 82,207 | $7,358,000 | 2.70% |
| KARPAS STRATEGIES, LLC | 73,275 | $6,558,000 | 2.65% |
| A. D. Beadell Investment Counsel, Inc. | 32,398 | $2,899,000 | 2.50% |
| Stellar Capital Management, LLC | 40,885 | $3,659,000 | 2.36% |
| Rench Wealth Management, Inc. | 38,584 | $3,453,000 | 2.23% |