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 | $2,992,166 | -16.6% | 55,302 | +4.2% | 0.02% | -18.2% |
Q2 2023 | $3,586,313 | -8.7% | 53,080 | +4.7% | 0.02% | -12.0% |
Q1 2023 | $3,928,793 | -8.2% | 50,721 | -7.4% | 0.02% | -19.4% |
Q4 2022 | $4,280,806 | +16.7% | 54,776 | +4.2% | 0.03% | +6.9% |
Q3 2022 | $3,668,000 | +18.0% | 52,545 | +40.0% | 0.03% | +16.0% |
Q2 2022 | $3,109,000 | +27.6% | 37,527 | +24.5% | 0.02% | +47.1% |
Q1 2022 | $2,437,000 | +9.0% | 30,141 | +10.6% | 0.02% | +6.2% |
Q4 2021 | $2,235,000 | +48.8% | 27,241 | +32.5% | 0.02% | +33.3% |
Q3 2021 | $1,502,000 | +12.2% | 20,560 | +14.5% | 0.01% | 0.0% |
Q2 2021 | $1,339,000 | +9.7% | 17,951 | +4.1% | 0.01% | 0.0% |
Q1 2021 | $1,221,000 | +2.9% | 17,249 | +2.5% | 0.01% | -7.7% |
Q4 2020 | $1,187,000 | -12.3% | 16,824 | -19.1% | 0.01% | -31.6% |
Q3 2020 | $1,354,000 | -26.2% | 20,785 | -23.4% | 0.02% | -32.1% |
Q2 2020 | $1,835,000 | +8.5% | 27,130 | -6.8% | 0.03% | -28.2% |
Q1 2020 | $1,691,000 | -29.9% | 29,115 | -3.3% | 0.04% | -25.0% |
Q4 2019 | $2,411,000 | -0.7% | 30,123 | +11.1% | 0.05% | -25.7% |
Q3 2019 | $2,427,000 | +0.5% | 27,114 | -8.9% | 0.07% | -4.1% |
Q2 2019 | $2,416,000 | +118.2% | 29,755 | +110.5% | 0.07% | -5.2% |
Q1 2019 | $1,107,000 | +72.4% | 14,133 | +43.8% | 0.08% | -30.0% |
Q4 2018 | $642,000 | – | 9,830 | – | 0.11% | – |
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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% |