WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 17 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | $406,357 | -8.1% | 7,514 | +14.8% | 0.11% | -5.8% |
| Q2 2023 | $442,248 | -5.8% | 6,546 | +8.0% | 0.12% | -14.2% |
| Q1 2023 | $469,347 | +4.5% | 6,060 | +5.4% | 0.14% | -3.4% |
| Q4 2022 | $449,233 | +45.4% | 5,748 | +29.9% | 0.15% | +32.7% |
| Q3 2022 | $309,000 | -8.6% | 4,425 | +8.4% | 0.11% | -3.5% |
| Q2 2022 | $338,000 | +18.2% | 4,082 | +15.2% | 0.11% | +34.1% |
| Q1 2022 | $286,000 | +15.8% | 3,544 | +17.7% | 0.08% | +14.9% |
| Q4 2021 | $247,000 | +37.2% | 3,012 | +21.9% | 0.07% | +29.8% |
| Q3 2021 | $180,000 | +25.9% | 2,470 | +28.8% | 0.06% | +18.8% |
| Q2 2021 | $143,000 | +12.6% | 1,918 | +7.2% | 0.05% | +4.3% |
| Q1 2021 | $127,000 | +53.0% | 1,790 | +51.3% | 0.05% | +43.8% |
| Q4 2020 | $83,000 | +20.3% | 1,183 | +11.3% | 0.03% | +6.7% |
| Q3 2020 | $69,000 | -53.4% | 1,063 | -51.5% | 0.03% | -52.4% |
| Q2 2020 | $148,000 | +33.3% | 2,191 | +14.7% | 0.06% | +12.5% |
| Q1 2020 | $111,000 | +3.7% | 1,911 | +42.3% | 0.06% | +24.4% |
| Q4 2019 | $107,000 | -15.1% | 1,343 | -4.6% | 0.04% | -22.4% |
| Q3 2019 | $126,000 | +10.5% | 1,408 | 0.0% | 0.06% | +5.5% |
| Q2 2019 | $114,000 | -3.4% | 1,408 | -6.6% | 0.06% | -9.8% |
| Q1 2019 | $118,000 | +19.2% | 1,508 | 0.0% | 0.06% | +5.2% |
| Q4 2018 | $99,000 | – | 1,508 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners Ltd., Inc. | 90,093 | $5,887,000 | 4.30% |
| Gruss & Co., LLC | 50,277 | $3,285,000 | 4.22% |
| INSPIRION WEALTH ADVISORS, LLC | 117,403 | $7,671,000 | 3.83% |
| Rock Point Advisors, LLC | 106,692 | $6,971,000 | 3.58% |
| Seneca House Advisors | 57,889 | $3,781,000 | 3.56% |
| New England Investment & Retirement Group, Inc. | 86,646 | $5,661,000 | 3.24% |
| PRING TURNER CAPITAL GROUP INC | 34,090 | $2,227,000 | 3.14% |
| Gradient Capital Advisors, LLC | 52,226 | $3,412,000 | 2.95% |
| RESOURCE AMERICA, INC. | 70,000 | $4,574,000 | 2.82% |
| RPg Family Wealth Advisory, LLC | 42,877 | $2,801,583,000 | 2.73% |