WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 723 filers reported holding WP CAREY INC in Q3 2023. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.
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 | $422,473 | -26.8% | 7,812 | -8.5% | 0.09% | -27.4% |
Q2 2023 | $576,827 | +5.7% | 8,538 | +21.2% | 0.12% | -20.0% |
Q1 2023 | $545,635 | -18.3% | 7,045 | -17.6% | 0.16% | -22.9% |
Q4 2022 | $668,026 | +11.9% | 8,548 | 0.0% | 0.20% | +6.3% |
Q3 2022 | $597,000 | -15.7% | 8,548 | 0.0% | 0.19% | -2.6% |
Q2 2022 | $708,000 | +2.2% | 8,548 | -0.3% | 0.19% | +8.4% |
Q1 2022 | $693,000 | -4.1% | 8,572 | -2.7% | 0.18% | +1.1% |
Q4 2021 | $723,000 | +101.4% | 8,810 | +79.1% | 0.18% | +20.4% |
Q3 2021 | $359,000 | -45.4% | 4,919 | -44.2% | 0.15% | -22.2% |
Q2 2021 | $658,000 | -1.5% | 8,817 | -6.6% | 0.19% | -16.0% |
Q1 2021 | $668,000 | -55.3% | 9,435 | -55.5% | 0.22% | -80.5% |
Q4 2020 | $1,496,000 | – | 21,198 | – | 1.15% | – |
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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% |