WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 810 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $375,464 | -79.1% | 5,557 | -76.0% | 0.19% | -80.9% |
Q1 2023 | $1,795,291 | +7.1% | 23,180 | +8.1% | 0.98% | +14.3% |
Q4 2022 | $1,675,947 | +12.4% | 21,445 | +0.4% | 0.85% | -8.5% |
Q3 2022 | $1,491,000 | -13.6% | 21,357 | +2.6% | 0.93% | +4.4% |
Q2 2022 | $1,726,000 | +22.2% | 20,824 | +19.1% | 0.89% | +15.2% |
Q1 2022 | $1,413,000 | +0.2% | 17,483 | +1.7% | 0.78% | +21.1% |
Q4 2021 | $1,410,000 | +26.0% | 17,190 | +12.2% | 0.64% | +20.3% |
Q3 2021 | $1,119,000 | +33.5% | 15,323 | +36.4% | 0.53% | +13.7% |
Q2 2021 | $838,000 | +57.2% | 11,231 | +49.2% | 0.47% | +52.9% |
Q1 2021 | $533,000 | +67.6% | 7,528 | +66.9% | 0.31% | +38.5% |
Q4 2020 | $318,000 | +41.3% | 4,510 | +30.5% | 0.22% | +12.8% |
Q3 2020 | $225,000 | -38.5% | 3,455 | -45.2% | 0.20% | -65.3% |
Q1 2020 | $366,000 | -28.7% | 6,300 | -1.6% | 0.56% | +46.8% |
Q4 2019 | $513,000 | – | 6,405 | – | 0.38% | – |
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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% |