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 | $2,394,042 | -21.7% | 44,482 | -1.7% | 3.22% | +14.0% |
Q2 2023 | $3,058,184 | +8.3% | 45,266 | +18.4% | 2.83% | +8.3% |
Q1 2023 | $2,824,198 | -7.8% | 38,242 | -2.4% | 2.61% | -5.6% |
Q4 2022 | $3,061,749 | +8.3% | 39,177 | -3.2% | 2.77% | +7.7% |
Q3 2022 | $2,826,000 | -16.8% | 40,488 | -1.3% | 2.57% | -8.9% |
Q2 2022 | $3,398,000 | +1.0% | 41,018 | -1.4% | 2.82% | +17.6% |
Q1 2022 | $3,363,000 | -5.0% | 41,602 | -5.4% | 2.40% | -1.9% |
Q4 2021 | $3,540,000 | +2.5% | 43,975 | -5.6% | 2.44% | -0.1% |
Q3 2021 | $3,453,000 | -9.1% | 46,583 | -3.4% | 2.45% | -12.7% |
Q2 2021 | $3,800,000 | +14.3% | 48,199 | +2.3% | 2.80% | +13.3% |
Q1 2021 | $3,326,000 | -4.4% | 47,135 | -4.4% | 2.48% | -15.0% |
Q4 2020 | $3,479,000 | +5.4% | 49,303 | -2.7% | 2.91% | -14.8% |
Q3 2020 | $3,300,000 | -2.4% | 50,659 | +1.4% | 3.42% | -5.4% |
Q2 2020 | $3,380,000 | +21.2% | 49,971 | +4.1% | 3.62% | +11.2% |
Q1 2020 | $2,788,000 | -14.4% | 48,008 | +18.0% | 3.25% | +4.7% |
Q4 2019 | $3,257,000 | – | 40,701 | – | 3.10% | – |
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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% |