WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 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 | $6,047 | -20.6% | 111,808 | -0.8% | 0.03% | -17.5% |
| Q2 2023 | $7,614 | -18.1% | 112,706 | -6.1% | 0.04% | -24.5% |
| Q1 2023 | $9,298 | +5.4% | 120,053 | +6.3% | 0.05% | -1.9% |
| Q4 2022 | $8,823 | -99.9% | 112,903 | +33.5% | 0.05% | +38.5% |
| Q3 2022 | $5,902,000 | -13.7% | 84,563 | +2.4% | 0.04% | -9.3% |
| Q2 2022 | $6,841,000 | +20.1% | 82,563 | +17.2% | 0.04% | +34.4% |
| Q1 2022 | $5,695,000 | -0.2% | 70,451 | +1.3% | 0.03% | +6.7% |
| Q4 2021 | $5,704,000 | +13.9% | 69,513 | +1.4% | 0.03% | +3.4% |
| Q3 2021 | $5,009,000 | +4.9% | 68,583 | +7.1% | 0.03% | +3.6% |
| Q2 2021 | $4,777,000 | +1.5% | 64,024 | -3.7% | 0.03% | -6.7% |
| Q1 2021 | $4,705,000 | -0.1% | 66,494 | -0.3% | 0.03% | -3.2% |
| Q4 2020 | $4,709,000 | +10.5% | 66,714 | +2.0% | 0.03% | -3.1% |
| Q3 2020 | $4,260,000 | -3.8% | 65,384 | -0.1% | 0.03% | -13.5% |
| Q2 2020 | $4,429,000 | +3.4% | 65,464 | -11.2% | 0.04% | -2.6% |
| Q1 2020 | $4,282,000 | +20.6% | 73,729 | +66.1% | 0.04% | +31.0% |
| Q4 2019 | $3,552,000 | -7.9% | 44,379 | +3.0% | 0.03% | -17.1% |
| Q3 2019 | $3,856,000 | -44.7% | 43,089 | -49.8% | 0.04% | -18.6% |
| Q2 2019 | $6,967,000 | +9.8% | 85,822 | +6.0% | 0.04% | +4.9% |
| Q1 2019 | $6,343,000 | +21.1% | 80,972 | +1.1% | 0.04% | +7.9% |
| Q4 2018 | $5,236,000 | +60.1% | 80,130 | +57.6% | 0.04% | +81.0% |
| Q3 2018 | $3,270,000 | +47.0% | 50,854 | +51.6% | 0.02% | -8.7% |
| Q2 2018 | $2,225,000 | +75.2% | 33,541 | +63.8% | 0.02% | -30.3% |
| Q1 2018 | $1,270,000 | – | 20,482 | – | 0.03% | – |
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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% |