WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,058,887 | -22.9% | 19,580 | -3.7% | 0.41% | -20.6% |
Q2 2023 | $1,374,161 | -18.2% | 20,340 | -6.3% | 0.52% | -21.3% |
Q1 2023 | $1,680,529 | -0.8% | 21,698 | +0.1% | 0.66% | -7.7% |
Q4 2022 | $1,693,553 | +12.3% | 21,671 | +0.3% | 0.72% | +4.2% |
Q3 2022 | $1,508,000 | +201.0% | 21,608 | +257.4% | 0.69% | +219.5% |
Q2 2022 | $501,000 | +2.2% | 6,046 | -0.4% | 0.22% | +18.1% |
Q1 2022 | $490,000 | -4.9% | 6,071 | -3.4% | 0.18% | -2.2% |
Q4 2021 | $515,000 | +17.3% | 6,282 | +4.4% | 0.19% | +8.8% |
Q3 2021 | $439,000 | -2.2% | 6,020 | 0.0% | 0.17% | +1.8% |
Q2 2021 | $449,000 | -14.8% | 6,020 | -19.2% | 0.17% | -18.8% |
Q1 2021 | $527,000 | -10.1% | 7,453 | -10.3% | 0.21% | -11.5% |
Q4 2020 | $586,000 | +2.1% | 8,305 | -5.7% | 0.23% | +1.7% |
Q3 2020 | $574,000 | -2.9% | 8,811 | +0.7% | 0.23% | -10.5% |
Q2 2020 | $591,000 | +8.6% | 8,750 | -6.6% | 0.26% | -6.5% |
Q1 2020 | $544,000 | -43.3% | 9,370 | -21.9% | 0.28% | -35.0% |
Q4 2019 | $960,000 | -12.4% | 12,000 | -2.0% | 0.42% | -17.2% |
Q3 2019 | $1,096,000 | +2.2% | 12,248 | -7.3% | 0.51% | +7.6% |
Q2 2019 | $1,072,000 | -37.3% | 13,214 | -39.4% | 0.48% | -34.9% |
Q1 2019 | $1,709,000 | +16.4% | 21,823 | -2.8% | 0.73% | 0.0% |
Q4 2018 | $1,468,000 | – | 22,461 | – | 0.73% | – |
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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% |