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 | $7,691,149 | -56.2% | 142,218 | -45.2% | 0.02% | -68.8% |
| Q2 2023 | $17,544,656 | -24.6% | 259,690 | -13.6% | 0.06% | -36.0% |
| Q1 2023 | $23,269,853 | +929.0% | 300,450 | +938.3% | 0.10% | +733.3% |
| Q4 2022 | $2,261,427 | -90.5% | 28,937 | -91.5% | 0.01% | -91.5% |
| Q3 2022 | $23,743,000 | +61.8% | 340,158 | +87.4% | 0.14% | +13.7% |
| Q1 2022 | $14,670,000 | +114.2% | 181,467 | +117.4% | 0.12% | +134.0% |
| Q4 2021 | $6,848,000 | +73.0% | 83,466 | +57.3% | 0.05% | +17.8% |
| Q2 2021 | $3,959,000 | +16.0% | 53,057 | +10.0% | 0.04% | -16.7% |
| Q1 2021 | $3,414,000 | +1065.2% | 48,253 | +1061.6% | 0.05% | +1250.0% |
| Q4 2020 | $293,000 | -65.5% | 4,154 | -68.2% | 0.00% | -66.7% |
| Q3 2020 | $850,000 | +187.2% | 13,048 | +156.3% | 0.01% | 0.0% |
| Q1 2020 | $296,000 | +8.0% | 5,090 | +48.5% | 0.01% | +33.3% |
| Q4 2019 | $274,000 | +185.4% | 3,428 | +138.1% | 0.01% | -85.2% |
| Q2 2018 | $96,000 | – | 1,440 | – | 0.06% | – |
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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% |