WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 713 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $290,759 | -3.2% | 5,282 | -0.8% | 0.03% | -2.9% |
| Q1 2024 | $300,415 | -12.9% | 5,323 | 0.0% | 0.04% | -20.5% |
| Q4 2023 | $344,966 | +19.8% | 5,323 | -0.0% | 0.04% | +10.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |