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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,012,540 | -13.7% | 14,987 | -1.0% | 0.08% | -21.4% |
| Q1 2023 | $1,172,964 | -3.8% | 15,145 | -3.0% | 0.10% | -17.6% |
| Q4 2022 | $1,219,802 | +73.5% | 15,608 | +55.0% | 0.12% | +48.8% |
| Q3 2022 | $703,000 | -15.0% | 10,069 | +0.9% | 0.08% | -14.9% |
| Q2 2022 | $827,000 | +1.6% | 9,976 | -0.9% | 0.09% | +16.0% |
| Q1 2022 | $814,000 | +240.6% | 10,068 | +246.0% | 0.08% | +237.5% |
| Q4 2021 | $239,000 | -10.5% | 2,910 | -20.4% | 0.02% | -20.0% |
| Q3 2021 | $267,000 | -1.8% | 3,655 | +0.1% | 0.03% | -3.2% |
| Q2 2021 | $272,000 | +5.4% | 3,650 | +0.1% | 0.03% | -6.1% |
| Q1 2021 | $258,000 | – | 3,645 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gruss & Co., LLC | 97,377 | $6,284,000 | 7.85% |
| Rock Point Advisors, LLC | 120,880 | $7,800,000 | 4.08% |
| WELCH CAPITAL PARTNERS LLC/NY | 151,890 | $9,801,000 | 3.19% |
| Rench Wealth Management, Inc. | 56,603 | $3,653,000 | 2.95% |
| PRING TURNER CAPITAL GROUP INC | 32,785 | $2,116,000 | 2.55% |
| KARPAS STRATEGIES, LLC | 77,050 | $4,972,000 | 2.43% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 257,949 | $16,645,000 | 2.39% |
| A. D. Beadell Investment Counsel, Inc. | 36,931 | $2,383,000 | 1.99% |
| BAR HARBOR TRUST SERVICES | 57,230 | $3,692,000 | 1.96% |
| RPg Family Wealth Advisory, LLC | 42,632 | $2,751,042,000 | 1.95% |