WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 633 filers reported holding WP CAREY INC in Q4 2019. The put-call ratio across all filers is 1.15 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 | $287,900 | -20.0% | 5,324 | 0.0% | 0.04% | -16.7% |
| Q2 2023 | $359,662 | -20.3% | 5,324 | -8.6% | 0.05% | -23.8% |
| Q1 2023 | $451,000 | +99020.9% | 5,824 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $455 | -99.9% | 5,824 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $406,000 | -15.9% | 5,824 | 0.0% | 0.06% | -9.0% |
| Q2 2022 | $483,000 | +3.4% | 5,824 | +0.7% | 0.07% | +26.4% |
| Q1 2022 | $467,000 | -1.5% | 5,782 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $474,000 | +12.3% | 5,782 | 0.0% | 0.05% | +4.0% |
| Q3 2021 | $422,000 | -2.1% | 5,782 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $431,000 | -1.4% | 5,782 | -6.5% | 0.05% | -7.4% |
| Q1 2021 | $437,000 | +0.2% | 6,182 | 0.0% | 0.05% | -8.5% |
| Q4 2020 | $436,000 | +95.5% | 6,182 | +80.4% | 0.06% | +73.5% |
| Q3 2020 | $223,000 | -3.9% | 3,426 | 0.0% | 0.03% | -10.5% |
| Q2 2020 | $232,000 | -15.3% | 3,426 | 0.0% | 0.04% | -5.0% |
| Q4 2019 | $274,000 | -1.4% | 3,426 | 0.0% | 0.04% | -9.1% |
| Q2 2019 | $278,000 | +4.5% | 3,426 | +1.1% | 0.04% | +2.3% |
| Q1 2019 | $266,000 | +21.5% | 3,390 | +1.2% | 0.04% | +10.3% |
| Q4 2018 | $219,000 | +2.8% | 3,349 | +1.3% | 0.04% | +18.2% |
| Q3 2018 | $213,000 | -1.8% | 3,306 | +1.2% | 0.03% | -5.7% |
| Q2 2018 | $217,000 | -0.9% | 3,266 | +2.6% | 0.04% | +2.9% |
| Q4 2017 | $219,000 | +3.3% | 3,184 | +1.1% | 0.03% | 0.0% |
| Q3 2017 | $212,000 | +3.4% | 3,148 | +1.2% | 0.03% | 0.0% |
| Q2 2017 | $205,000 | -0.5% | 3,111 | +5.0% | 0.03% | -15.0% |
| Q2 2016 | $206,000 | – | 2,964 | – | 0.04% | – |
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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% |