WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 770 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is 0.60 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $550,902 | -0.9% | 10,007 | +1.6% | 0.22% | -6.8% |
| Q1 2024 | $556,029 | -11.8% | 9,852 | +1.3% | 0.24% | -25.6% |
| Q4 2023 | $630,451 | +19.6% | 9,728 | -0.2% | 0.32% | +7.8% |
| Q3 2023 | $527,010 | +207.6% | 9,745 | +340.6% | 0.29% | +320.0% |
| Q1 2023 | $171,319 | -0.9% | 2,212 | 0.0% | 0.07% | -15.7% |
| Q4 2022 | $172,868 | +6.1% | 2,212 | 0.0% | 0.08% | -4.6% |
| Q3 2022 | $163,000 | +66.3% | 2,212 | +89.5% | 0.09% | +55.4% |
| Q2 2022 | $98,000 | +2.1% | 1,167 | 0.0% | 0.06% | +12.0% |
| Q1 2022 | $96,000 | 0.0% | 1,167 | 0.0% | 0.05% | +6.4% |
| Q4 2021 | $96,000 | +12.9% | 1,167 | 0.0% | 0.05% | -14.5% |
| Q3 2021 | $85,000 | -2.3% | 1,167 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $87,000 | +4.8% | 1,167 | 0.0% | 0.06% | -13.4% |
| Q1 2021 | $83,000 | +1.2% | 1,167 | 0.0% | 0.07% | -11.8% |
| Q4 2020 | $82,000 | – | 1,167 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 246,666 | $22,077,000 | 9.22% |
| GSI Capital Advisors LLC | 104,500 | $9,353,000 | 5.49% |
| Seneca House Advisors | 52,799 | $4,726,000 | 4.47% |
| Gruss & Co., LLC | 39,277 | $3,515,000 | 4.28% |
| INSPIRION WEALTH ADVISORS, LLC | 94,901 | $8,494,000 | 3.72% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 82,207 | $7,358,000 | 2.70% |
| KARPAS STRATEGIES, LLC | 73,275 | $6,558,000 | 2.65% |
| A. D. Beadell Investment Counsel, Inc. | 32,398 | $2,899,000 | 2.50% |
| Stellar Capital Management, LLC | 40,885 | $3,659,000 | 2.36% |
| Rench Wealth Management, Inc. | 38,584 | $3,453,000 | 2.23% |