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 | $650,497 | -15.9% | 12,028 | +5.1% | 0.09% | -8.3% |
| Q2 2023 | $773,251 | -16.1% | 11,445 | -3.8% | 0.10% | -27.3% |
| Q1 2023 | $921,115 | +3.0% | 11,893 | +3.9% | 0.13% | -7.0% |
| Q4 2022 | $894,440 | +16.3% | 11,445 | +3.8% | 0.14% | +1.4% |
| Q3 2022 | $769,000 | +1.1% | 11,028 | +19.9% | 0.14% | +11.1% |
| Q2 2022 | $761,000 | +44.4% | 9,194 | +40.9% | 0.13% | +65.8% |
| Q1 2022 | $527,000 | +8.9% | 6,525 | +10.5% | 0.08% | +10.1% |
| Q4 2021 | $484,000 | +23.2% | 5,906 | +9.6% | 0.07% | +21.1% |
| Q3 2021 | $393,000 | +3.7% | 5,389 | +6.0% | 0.06% | -9.5% |
| Q2 2021 | $379,000 | +5.6% | 5,084 | +0.0% | 0.06% | -4.5% |
| Q1 2021 | $359,000 | +5.6% | 5,083 | +5.2% | 0.07% | -8.3% |
| Q4 2020 | $340,000 | +2.4% | 4,830 | -5.3% | 0.07% | -15.3% |
| Q3 2020 | $332,000 | -9.3% | 5,102 | -5.7% | 0.08% | -34.1% |
| Q2 2020 | $366,000 | +23.6% | 5,413 | +6.1% | 0.13% | +6.6% |
| Q1 2020 | $296,000 | -28.7% | 5,104 | -1.6% | 0.12% | +14.2% |
| Q4 2019 | $415,000 | +2.7% | 5,189 | +14.8% | 0.11% | -6.2% |
| Q3 2019 | $404,000 | +6.0% | 4,521 | -3.8% | 0.11% | 0.0% |
| Q2 2019 | $381,000 | -6.2% | 4,699 | -9.5% | 0.11% | -12.4% |
| Q1 2019 | $406,000 | +21.9% | 5,194 | +1.9% | 0.13% | -4.4% |
| Q4 2018 | $333,000 | +18.9% | 5,098 | +16.9% | 0.14% | +55.2% |
| Q3 2018 | $280,000 | -22.7% | 4,361 | -20.2% | 0.09% | -27.5% |
| Q2 2018 | $362,000 | +13.8% | 5,463 | +6.2% | 0.12% | +3.4% |
| Q1 2018 | $318,000 | +11.2% | 5,143 | +23.9% | 0.12% | +12.6% |
| Q4 2017 | $286,000 | +7.5% | 4,151 | +5.0% | 0.10% | -2.8% |
| Q3 2017 | $266,000 | +3.9% | 3,952 | +1.8% | 0.11% | -2.8% |
| Q2 2017 | $256,000 | +43.0% | 3,881 | +34.6% | 0.11% | +26.7% |
| Q1 2017 | $179,000 | +27.0% | 2,884 | +20.8% | 0.09% | +10.3% |
| Q4 2016 | $141,000 | – | 2,388 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seneca House Advisors | 101,564 | $8,416,000 | 5.50% |
| Presima Securities ULC | 224,300 | $18,585,000 | 4.56% |
| EWG Elevate Inc. | 86,360 | $7,156,000 | 3.48% |
| Demars Financial Group, LLC | 72,175 | $5,980,000 | 3.41% |
| Community Capital Management, LLC | 28,200 | $2,337,000 | 2.84% |
| Capital Square, LLC | 41,018 | $3,398,000 | 2.82% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 107,342 | $8,894,000 | 2.71% |
| TriaGen Wealth Management LLC | 43,974 | $3,644,000 | 2.59% |
| Creegan & Nassoura Financial Group, LLC | 34,365 | $2,847,000 | 2.39% |
| Investmark Advisory Group LLC | 27,329 | $2,264,000 | 2.24% |