WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 770 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is 0.60 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 2024 | $792,940 | +2.7% | 14,404 | +5.3% | 0.32% | +2.2% |
Q1 2024 | $771,761 | -11.5% | 13,674 | +1.7% | 0.31% | -22.5% |
Q4 2023 | $871,565 | +20.9% | 13,448 | +0.9% | 0.40% | +7.1% |
Q3 2023 | $720,724 | -22.1% | 13,327 | -2.7% | 0.38% | -19.4% |
Q2 2023 | $925,504 | -0.1% | 13,699 | +14.5% | 0.47% | -4.3% |
Q1 2023 | $926,844 | -6.1% | 11,967 | -5.2% | 0.49% | -13.0% |
Q4 2022 | $986,644 | +19.6% | 12,625 | +6.8% | 0.56% | +10.8% |
Q3 2022 | $825,000 | -15.6% | 11,819 | +0.2% | 0.51% | -13.9% |
Q2 2022 | $977,000 | +1.3% | 11,790 | -1.1% | 0.59% | +11.7% |
Q1 2022 | $964,000 | -1.3% | 11,919 | +0.1% | 0.53% | -0.4% |
Q4 2021 | $977,000 | +11.8% | 11,911 | -0.5% | 0.53% | +3.3% |
Q3 2021 | $874,000 | +8.3% | 11,969 | +10.6% | 0.51% | +7.8% |
Q2 2021 | $807,000 | +8.2% | 10,819 | +2.6% | 0.48% | +2.6% |
Q1 2021 | $746,000 | +11.8% | 10,548 | +11.6% | 0.46% | +3.8% |
Q4 2020 | $667,000 | -1.6% | 9,453 | -9.2% | 0.45% | -13.5% |
Q3 2020 | $678,000 | +8.8% | 10,407 | +13.0% | 0.52% | -3.4% |
Q2 2020 | $623,000 | +180.6% | 9,213 | +140.9% | 0.54% | +135.7% |
Q1 2020 | $222,000 | – | 3,825 | – | 0.23% | – |
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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% |