WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 601 filers reported holding WP CAREY INC in Q2 2020. The put-call ratio across all filers is 1.43 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 | $126,388,015 | -19.5% | 2,337,056 | +0.6% | 0.04% | -20.0% |
Q2 2023 | $157,014,472 | -11.0% | 2,324,074 | +2.0% | 0.04% | -16.7% |
Q1 2023 | $176,486,902 | +1.2% | 2,278,720 | +2.1% | 0.05% | -3.6% |
Q4 2022 | $174,349,368 | +18.0% | 2,230,958 | +5.4% | 0.06% | +5.7% |
Q3 2022 | $147,713,000 | -7.3% | 2,116,233 | +10.1% | 0.05% | -3.6% |
Q2 2022 | $159,285,000 | +2.9% | 1,922,330 | +0.3% | 0.06% | +17.0% |
Q1 2022 | $154,866,000 | +3.8% | 1,915,703 | +5.4% | 0.05% | +6.8% |
Q4 2021 | $149,160,000 | +16.0% | 1,817,908 | +3.3% | 0.04% | +4.8% |
Q3 2021 | $128,576,000 | +37.2% | 1,760,348 | +40.2% | 0.04% | +35.5% |
Q2 2021 | $93,699,000 | +7.7% | 1,255,680 | +2.1% | 0.03% | -3.1% |
Q1 2021 | $87,019,000 | +4.0% | 1,229,776 | +3.8% | 0.03% | -3.0% |
Q4 2020 | $83,642,000 | +10.1% | 1,185,060 | +1.6% | 0.03% | -5.7% |
Q3 2020 | $75,976,000 | -5.8% | 1,165,984 | -2.2% | 0.04% | -10.3% |
Q2 2020 | $80,626,000 | +193.3% | 1,191,807 | +151.8% | 0.04% | +143.8% |
Q1 2020 | $27,486,000 | -26.1% | 473,229 | +1.9% | 0.02% | -20.0% |
Q4 2019 | $37,189,000 | -8.2% | 464,629 | +2.7% | 0.02% | -16.7% |
Q3 2019 | $40,495,000 | -36.5% | 452,457 | -42.4% | 0.02% | -38.5% |
Q2 2019 | $63,735,000 | +12.5% | 785,105 | +8.5% | 0.04% | +8.3% |
Q1 2019 | $56,654,000 | +7.3% | 723,267 | -10.5% | 0.04% | -10.0% |
Q4 2018 | $52,789,000 | +41.3% | 807,911 | +39.1% | 0.04% | +60.0% |
Q3 2018 | $37,356,000 | +6.1% | 580,871 | +9.4% | 0.02% | -3.8% |
Q2 2018 | $35,221,000 | +14.8% | 530,827 | +7.2% | 0.03% | +8.3% |
Q1 2018 | $30,688,000 | -3.9% | 495,042 | +6.8% | 0.02% | -4.0% |
Q4 2017 | $31,942,000 | +10.0% | 463,589 | +7.6% | 0.02% | 0.0% |
Q3 2017 | $29,045,000 | +10.2% | 430,984 | +7.9% | 0.02% | 0.0% |
Q2 2017 | $26,364,000 | +21.1% | 399,391 | +14.2% | 0.02% | +13.6% |
Q1 2017 | $21,764,000 | +23.2% | 349,785 | +17.0% | 0.02% | +15.8% |
Q4 2016 | $17,671,000 | -8.3% | 299,049 | +0.2% | 0.02% | -17.4% |
Q3 2016 | $19,268,000 | +1.1% | 298,586 | +8.7% | 0.02% | -4.2% |
Q2 2016 | $19,061,000 | +24.9% | 274,563 | +12.0% | 0.02% | +20.0% |
Q1 2016 | $15,255,000 | +9.2% | 245,093 | +3.5% | 0.02% | +5.3% |
Q4 2015 | $13,975,000 | +10.8% | 236,862 | +8.6% | 0.02% | 0.0% |
Q3 2015 | $12,610,000 | +3.1% | 218,123 | +5.1% | 0.02% | +11.8% |
Q2 2015 | $12,228,000 | -7.0% | 207,457 | +7.3% | 0.02% | -5.6% |
Q1 2015 | $13,149,000 | +8.2% | 193,356 | +11.6% | 0.02% | 0.0% |
Q4 2014 | $12,148,000 | +11.9% | 173,295 | +1.8% | 0.02% | 0.0% |
Q3 2014 | $10,852,000 | +76.0% | 170,172 | +77.7% | 0.02% | +80.0% |
Q2 2014 | $6,167,000 | +14.9% | 95,750 | +7.1% | 0.01% | 0.0% |
Q1 2014 | $5,369,000 | +16.2% | 89,368 | +18.7% | 0.01% | +11.1% |
Q4 2013 | $4,619,000 | +5.6% | 75,284 | +12.9% | 0.01% | 0.0% |
Q3 2013 | $4,372,000 | +11.4% | 66,672 | +13.1% | 0.01% | 0.0% |
Q2 2013 | $3,926,000 | – | 58,943 | – | 0.01% | – |
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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% |