WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 330 filers reported holding WP CAREY INC in Q1 2015. The put-call ratio across all filers is 0.42 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 | $880,098 | -20.0% | 16,274 | 0.0% | 0.01% | -16.7% |
Q2 2023 | $1,099,471 | -12.8% | 16,274 | 0.0% | 0.01% | -25.0% |
Q1 2023 | $1,260,421 | -0.9% | 16,274 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $1,271,813 | +10.8% | 16,274 | -1.0% | 0.01% | 0.0% |
Q3 2022 | $1,148,000 | -16.3% | 16,445 | -0.6% | 0.01% | -11.1% |
Q2 2022 | $1,371,000 | -30.5% | 16,550 | -32.2% | 0.01% | -18.2% |
Q1 2022 | $1,972,000 | +45.2% | 24,399 | +47.4% | 0.01% | +57.1% |
Q4 2021 | $1,358,000 | +2.5% | 16,550 | -8.8% | 0.01% | 0.0% |
Q3 2021 | $1,325,000 | -2.4% | 18,146 | -0.2% | 0.01% | 0.0% |
Q2 2021 | $1,357,000 | -2.2% | 18,185 | -7.3% | 0.01% | -12.5% |
Q1 2021 | $1,388,000 | +4.6% | 19,613 | +4.3% | 0.01% | 0.0% |
Q4 2020 | $1,327,000 | +12.9% | 18,804 | +4.3% | 0.01% | +14.3% |
Q3 2020 | $1,175,000 | -15.2% | 18,026 | -12.0% | 0.01% | -22.2% |
Q2 2020 | $1,386,000 | -2.7% | 20,484 | -16.5% | 0.01% | -10.0% |
Q1 2020 | $1,425,000 | +42.5% | 24,529 | +96.4% | 0.01% | +100.0% |
Q4 2019 | $1,000,000 | -10.6% | 12,489 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $1,118,000 | +10.3% | 12,489 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $1,014,000 | +3.7% | 12,489 | 0.0% | 0.01% | +25.0% |
Q1 2019 | $978,000 | +19.9% | 12,489 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $816,000 | +245.8% | 12,489 | +240.3% | 0.00% | +300.0% |
Q3 2018 | $236,000 | -3.3% | 3,670 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $244,000 | +7.0% | 3,670 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $228,000 | +3.6% | 3,670 | +14.7% | 0.00% | 0.0% |
Q4 2017 | $220,000 | +1.9% | 3,200 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $216,000 | +227.3% | 3,200 | +220.0% | 0.00% | – |
Q2 2017 | $66,000 | +6.5% | 1,000 | 0.0% | 0.00% | – |
Q1 2017 | $62,000 | +5.1% | 1,000 | 0.0% | 0.00% | – |
Q4 2016 | $59,000 | -9.2% | 1,000 | 0.0% | 0.00% | – |
Q3 2016 | $65,000 | -5.8% | 1,000 | 0.0% | 0.00% | – |
Q2 2016 | $69,000 | +11.3% | 1,000 | 0.0% | 0.00% | – |
Q1 2016 | $62,000 | +5.1% | 1,000 | 0.0% | 0.00% | – |
Q4 2015 | $59,000 | +1.7% | 1,000 | 0.0% | 0.00% | – |
Q3 2015 | $58,000 | -72.2% | 1,000 | -71.8% | 0.00% | -100.0% |
Q2 2015 | $209,000 | -84.7% | 3,543 | -82.4% | 0.00% | -85.7% |
Q1 2015 | $1,370,000 | -3.0% | 20,152 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $1,413,000 | +10.0% | 20,152 | 0.0% | 0.01% | +16.7% |
Q3 2014 | $1,285,000 | -1.0% | 20,152 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $1,298,000 | +2063.3% | 20,152 | +1915.2% | 0.01% | – |
Q1 2014 | $60,000 | – | 1,000 | – | 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% |