WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 849 filers reported holding WP CAREY INC in Q4 2022. The put-call ratio across all filers is 0.43 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 2024 | $203,410 | -6.9% | 3,695 | -4.6% | 0.18% | -20.2% |
| Q1 2024 | $218,592 | -15.2% | 3,873 | -2.7% | 0.22% | -25.9% |
| Q4 2023 | $257,879 | +17.7% | 3,979 | -1.8% | 0.30% | +11.1% |
| Q3 2023 | $219,186 | -22.4% | 4,053 | -3.1% | 0.27% | -5.6% |
| Q2 2023 | $282,536 | -14.1% | 4,182 | -1.5% | 0.29% | -13.8% |
| Q1 2023 | $328,930 | -30.7% | 4,247 | -30.1% | 0.33% | -9.3% |
| Q4 2022 | $474,918 | +11.5% | 6,077 | -0.4% | 0.37% | +8.6% |
| Q3 2022 | $426,000 | -12.9% | 6,100 | +3.4% | 0.34% | -7.7% |
| Q2 2022 | $489,000 | +6.8% | 5,900 | +4.1% | 0.37% | +21.6% |
| Q1 2022 | $458,000 | +7.8% | 5,665 | +9.3% | 0.30% | +16.2% |
| Q4 2021 | $425,000 | +19.0% | 5,183 | +6.2% | 0.26% | +14.6% |
| Q3 2021 | $357,000 | +2.3% | 4,881 | +4.4% | 0.23% | +5.1% |
| Q2 2021 | $349,000 | +5.4% | 4,674 | -0.1% | 0.22% | 0.0% |
| Q1 2021 | $331,000 | -0.6% | 4,681 | -0.8% | 0.22% | -4.0% |
| Q4 2020 | $333,000 | – | 4,720 | – | 0.22% | – |
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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% |