WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 695 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 2024 | $1,208,161 | +15.5% | 21,947 | +18.4% | 0.09% | +9.4% |
Q1 2024 | $1,045,823 | -9.6% | 18,530 | +3.8% | 0.08% | -15.0% |
Q4 2023 | $1,157,289 | +50.6% | 17,857 | +25.6% | 0.10% | +37.0% |
Q3 2023 | $768,541 | -20.2% | 14,214 | -0.3% | 0.07% | -15.1% |
Q2 2023 | $963,217 | -4.8% | 14,257 | +9.1% | 0.09% | -13.1% |
Q1 2023 | $1,011,857 | -5.5% | 13,065 | -14.8% | 0.10% | -16.8% |
Q3 2022 | $1,071,000 | -8.8% | 15,343 | +8.3% | 0.12% | -8.5% |
Q2 2022 | $1,174,000 | +1.3% | 14,173 | -1.1% | 0.13% | +15.0% |
Q1 2022 | $1,159,000 | -1.6% | 14,333 | -0.1% | 0.11% | +0.9% |
Q4 2021 | $1,178,000 | +6.6% | 14,351 | -5.1% | 0.11% | -5.1% |
Q3 2021 | $1,105,000 | +15.8% | 15,125 | +18.3% | 0.12% | +18.0% |
Q2 2021 | $954,000 | +25.2% | 12,780 | +18.7% | 0.10% | +11.1% |
Q1 2021 | $762,000 | +39.3% | 10,765 | +38.9% | 0.09% | +30.4% |
Q4 2020 | $547,000 | +38.1% | 7,750 | +27.5% | 0.07% | +16.9% |
Q3 2020 | $396,000 | +20.0% | 6,077 | +24.5% | 0.06% | +11.3% |
Q2 2020 | $330,000 | +31.0% | 4,883 | +55.1% | 0.05% | +29.3% |
Q4 2019 | $252,000 | -8.4% | 3,149 | +2.6% | 0.04% | -16.3% |
Q3 2019 | $275,000 | -9.8% | 3,070 | -18.5% | 0.05% | -10.9% |
Q2 2019 | $305,000 | -42.6% | 3,765 | -10.3% | 0.06% | -14.1% |
Q1 2019 | $531,000 | +109.1% | 4,198 | +8.5% | 0.06% | +18.5% |
Q4 2018 | $254,000 | -66.6% | 3,870 | -92.5% | 0.05% | +440.0% |
Q3 2018 | $760,000 | -23.6% | 51,924 | -20.5% | 0.01% | -9.1% |
Q2 2018 | $995,000 | – | 65,339 | – | 0.01% | – |
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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% |