WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 810 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $640,452 | +11.6% | 9,882 | -6.8% | 0.69% | +6.3% |
| Q3 2023 | $573,627 | -20.0% | 10,607 | 0.0% | 0.65% | -16.2% |
| Q2 2023 | $716,609 | -12.8% | 10,607 | 0.0% | 0.78% | -15.3% |
| Q1 2023 | $821,512 | -2.5% | 10,607 | -1.6% | 0.92% | -1.2% |
| Q4 2022 | $842,223 | +12.0% | 10,777 | 0.0% | 0.93% | +4.7% |
| Q3 2022 | $752,000 | -16.1% | 10,777 | -0.4% | 0.89% | -4.1% |
| Q2 2022 | $896,000 | +2.2% | 10,818 | -0.2% | 0.93% | +19.9% |
| Q1 2022 | $877,000 | -1.3% | 10,845 | 0.0% | 0.77% | -1.7% |
| Q4 2021 | $889,000 | +11.5% | 10,845 | -0.7% | 0.79% | +7.1% |
| Q3 2021 | $797,000 | -2.7% | 10,920 | -0.5% | 0.73% | -2.5% |
| Q2 2021 | $819,000 | +4.1% | 10,980 | -1.3% | 0.75% | -0.7% |
| Q1 2021 | $787,000 | – | 11,130 | – | 0.76% | – |
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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% |