WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 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 | $357,072 | -31.4% | 6,602 | -14.3% | 0.00% | – |
| Q2 2023 | $520,527 | +3.8% | 7,704 | +19.0% | 0.00% | – |
| Q1 2023 | $501,460 | +105470.5% | 6,474 | +6.5% | 0.00% | – |
| Q4 2022 | $475 | -99.9% | 6,079 | -24.7% | 0.00% | – |
| Q3 2022 | $564,000 | -28.9% | 8,073 | -15.7% | 0.00% | -100.0% |
| Q2 2022 | $793,000 | +70.9% | 9,573 | +66.7% | 0.00% | – |
| Q1 2022 | $464,000 | +2.0% | 5,743 | +3.5% | 0.00% | – |
| Q4 2021 | $455,000 | -0.9% | 5,549 | -11.8% | 0.00% | – |
| Q3 2021 | $459,000 | +7.5% | 6,288 | +9.9% | 0.00% | – |
| Q2 2021 | $427,000 | +2.4% | 5,720 | -2.9% | 0.00% | – |
| Q1 2021 | $417,000 | -14.5% | 5,888 | -14.9% | 0.00% | – |
| Q4 2020 | $488,000 | -21.4% | 6,920 | -27.3% | 0.00% | -100.0% |
| Q3 2020 | $621,000 | +61.3% | 9,525 | +67.5% | 0.00% | – |
| Q2 2020 | $385,000 | +24.2% | 5,685 | +6.6% | 0.00% | – |
| Q1 2020 | $310,000 | -34.7% | 5,332 | -10.1% | 0.00% | – |
| Q4 2019 | $475,000 | -4.8% | 5,933 | +6.4% | 0.00% | -100.0% |
| Q3 2019 | $499,000 | +10.6% | 5,578 | +0.3% | 0.00% | – |
| Q2 2019 | $451,000 | -48.5% | 5,560 | -54.0% | 0.00% | -100.0% |
| Q1 2019 | $875,000 | +143.1% | 12,079 | +119.3% | 0.00% | – |
| Q4 2018 | $360,000 | +40.6% | 5,508 | +38.6% | 0.00% | – |
| Q3 2018 | $256,000 | -14.4% | 3,974 | -11.8% | 0.00% | – |
| Q2 2018 | $299,000 | -11.8% | 4,504 | -17.7% | 0.00% | – |
| Q1 2018 | $339,000 | -10.3% | 5,474 | -0.2% | 0.00% | – |
| Q4 2017 | $378,000 | -6.2% | 5,484 | -8.2% | 0.00% | -100.0% |
| Q3 2017 | $403,000 | -11.2% | 5,976 | -13.1% | 0.00% | 0.0% |
| Q2 2017 | $454,000 | +46.9% | 6,873 | +38.2% | 0.00% | – |
| Q1 2017 | $309,000 | -1.0% | 4,973 | -5.7% | 0.00% | -100.0% |
| Q4 2016 | $312,000 | -5.7% | 5,273 | +2.9% | 0.00% | 0.0% |
| Q3 2016 | $331,000 | -4.6% | 5,123 | +3.0% | 0.00% | 0.0% |
| Q2 2016 | $347,000 | +65.2% | 4,973 | +47.4% | 0.00% | – |
| Q1 2016 | $210,000 | +4.0% | 3,373 | -1.5% | 0.00% | – |
| Q4 2015 | $202,000 | – | 3,425 | – | 0.00% | – |
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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% |