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 | $157,522 | -21.3% | 2,913 | -1.7% | 0.04% | -17.0% |
| Q2 2023 | $200,231 | -16.5% | 2,964 | -4.3% | 0.05% | -20.9% |
| Q1 2023 | $239,766 | -16.3% | 3,096 | -15.5% | 0.07% | -20.2% |
| Q4 2022 | $286,478 | -58.2% | 3,666 | -62.6% | 0.08% | -63.2% |
| Q3 2022 | $685,000 | +142.0% | 9,814 | +186.9% | 0.23% | +145.2% |
| Q2 2022 | $283,000 | +65.5% | 3,421 | +61.5% | 0.09% | +72.2% |
| Q1 2022 | $171,000 | -1.7% | 2,118 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $174,000 | +2.4% | 2,118 | -8.5% | 0.06% | -6.7% |
| Q3 2021 | $170,000 | -7.1% | 2,315 | -5.3% | 0.06% | -9.1% |
| Q2 2021 | $183,000 | -12.9% | 2,445 | -17.5% | 0.07% | -17.5% |
| Q1 2021 | $210,000 | 0.0% | 2,964 | 0.0% | 0.08% | -7.0% |
| Q4 2020 | $210,000 | -2.3% | 2,964 | -10.1% | 0.09% | -13.1% |
| Q3 2020 | $215,000 | +34.4% | 3,297 | +40.2% | 0.10% | +26.9% |
| Q2 2020 | $160,000 | +8.8% | 2,351 | -6.7% | 0.08% | -20.4% |
| Q1 2020 | $147,000 | -36.4% | 2,521 | -12.5% | 0.10% | -35.1% |
| Q4 2019 | $231,000 | – | 2,882 | – | 0.15% | – |
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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% |