WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 705 filers reported holding WP CAREY INC in Q3 2021. The put-call ratio across all filers is 0.86 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,435,838 | -21.0% | 100,515 | -1.4% | 0.01% | -11.1% |
| Q2 2023 | $6,885,144 | -11.0% | 101,910 | +2.1% | 0.01% | -18.2% |
| Q1 2023 | $7,733,855 | -41.2% | 99,855 | -40.6% | 0.01% | -45.0% |
| Q4 2022 | $13,142,737 | +13.7% | 168,173 | +1.6% | 0.02% | +5.3% |
| Q3 2022 | $11,557,000 | -16.0% | 165,579 | -0.3% | 0.02% | -13.6% |
| Q2 2022 | $13,764,000 | +86.9% | 166,105 | +82.3% | 0.02% | +120.0% |
| Q1 2022 | $7,364,000 | +1.8% | 91,096 | +3.4% | 0.01% | 0.0% |
| Q4 2021 | $7,231,000 | +13.6% | 88,118 | +1.1% | 0.01% | +11.1% |
| Q3 2021 | $6,364,000 | +0.3% | 87,133 | +2.5% | 0.01% | 0.0% |
| Q2 2021 | $6,345,000 | +430.1% | 85,035 | +402.7% | 0.01% | +350.0% |
| Q1 2021 | $1,197,000 | +3.8% | 16,914 | +3.6% | 0.00% | 0.0% |
| Q4 2020 | $1,153,000 | +3.9% | 16,333 | -4.1% | 0.00% | 0.0% |
| Q3 2020 | $1,110,000 | -8.0% | 17,035 | -4.5% | 0.00% | -33.3% |
| Q2 2020 | $1,207,000 | -13.4% | 17,843 | -25.5% | 0.00% | -25.0% |
| Q1 2020 | $1,394,000 | -23.3% | 23,964 | +5.7% | 0.00% | 0.0% |
| Q4 2019 | $1,818,000 | -11.0% | 22,681 | -0.8% | 0.00% | -20.0% |
| Q3 2019 | $2,043,000 | +33.8% | 22,870 | +21.3% | 0.01% | +25.0% |
| Q2 2019 | $1,527,000 | -4.4% | 18,856 | -7.4% | 0.00% | -20.0% |
| Q1 2019 | $1,597,000 | -39.8% | 20,354 | -49.8% | 0.01% | -44.4% |
| Q4 2018 | $2,654,000 | +31.1% | 40,553 | +28.4% | 0.01% | +50.0% |
| Q3 2018 | $2,025,000 | -5.6% | 31,584 | -1.8% | 0.01% | -14.3% |
| Q2 2018 | $2,145,000 | +16.3% | 32,147 | +7.5% | 0.01% | +16.7% |
| Q1 2018 | $1,845,000 | -11.8% | 29,913 | -1.4% | 0.01% | -14.3% |
| Q4 2017 | $2,091,000 | +0.7% | 30,351 | -1.5% | 0.01% | 0.0% |
| Q3 2017 | $2,077,000 | -27.3% | 30,803 | -29.0% | 0.01% | -36.4% |
| Q2 2017 | $2,857,000 | +7.0% | 43,383 | +0.9% | 0.01% | +10.0% |
| Q1 2017 | $2,669,000 | +11.1% | 43,010 | +6.0% | 0.01% | 0.0% |
| Q4 2016 | $2,403,000 | -8.0% | 40,568 | +0.1% | 0.01% | -16.7% |
| Q3 2016 | $2,612,000 | -14.7% | 40,533 | -8.1% | 0.01% | -14.3% |
| Q2 2016 | $3,061,000 | +25.8% | 44,095 | +12.8% | 0.01% | +7.7% |
| Q1 2016 | $2,434,000 | +3.7% | 39,103 | -1.7% | 0.01% | +8.3% |
| Q4 2015 | $2,348,000 | -0.8% | 39,796 | -2.8% | 0.01% | -7.7% |
| Q3 2015 | $2,366,000 | -52.2% | 40,931 | -51.3% | 0.01% | 0.0% |
| Q2 2015 | $4,952,000 | +63.2% | 84,088 | +88.4% | 0.01% | -23.5% |
| Q1 2015 | $3,035,000 | -0.8% | 44,622 | +2.2% | 0.02% | 0.0% |
| Q4 2014 | $3,059,000 | +0.1% | 43,649 | -8.9% | 0.02% | -37.0% |
| Q3 2014 | $3,056,000 | +4.2% | 47,926 | +5.2% | 0.03% | +3.8% |
| Q2 2014 | $2,934,000 | +18.0% | 45,563 | +10.1% | 0.03% | +8.3% |
| Q1 2014 | $2,487,000 | – | 41,394 | – | 0.02% | – |
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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% |