WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 810 filers reported holding WP CAREY INC in Q2 2023. The put-call ratio across all filers is 0.48 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 | $390,194 | -4.4% | 7,088 | -1.9% | 0.02% | -6.2% |
| Q1 2024 | $407,948 | -13.0% | 7,228 | -0.2% | 0.02% | -20.0% |
| Q4 2023 | $469,131 | +0.8% | 7,239 | -15.9% | 0.02% | -9.1% |
| Q3 2023 | $465,280 | -16.5% | 8,604 | +4.4% | 0.02% | -15.4% |
| Q2 2023 | $556,935 | +174.4% | 8,244 | +165.1% | 0.03% | +85.7% |
| Q4 2018 | $203,000 | -7.3% | 3,110 | -9.6% | 0.01% | -26.3% |
| Q3 2014 | $219,000 | -3.9% | 3,440 | -2.7% | 0.02% | -5.0% |
| Q2 2014 | $228,000 | +3.6% | 3,535 | -3.4% | 0.02% | 0.0% |
| Q1 2014 | $220,000 | -31.5% | 3,660 | -30.0% | 0.02% | -35.5% |
| Q4 2013 | $321,000 | -5.9% | 5,229 | -0.8% | 0.03% | -18.4% |
| Q3 2013 | $341,000 | -2.8% | 5,269 | -0.6% | 0.04% | -13.6% |
| Q2 2013 | $351,000 | – | 5,299 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Point Advisors, LLC | 125,724 | $7,794,000 | 3.84% |
| Gruss & Co., LLC | 50,277 | $3,117,000 | 3.15% |
| PRING TURNER CAPITAL GROUP INC | 34,125 | $2,115,000 | 2.20% |
| RPg Family Wealth Advisory, LLC | 41,085 | $2,546,859,000 | 2.09% |
| KARPAS STRATEGIES, LLC | 75,450 | $4,677,000 | 2.03% |
| Seneca House Advisors | 37,423 | $2,320,000 | 1.94% |
| A. D. Beadell Investment Counsel, Inc. | 36,296 | $2,250,000 | 1.94% |
| NORTHSTAR INVESTMENT ADVISORS LLC | 147,785 | $9,161,000 | 1.94% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 77,594 | $4,810,024,000 | 1.89% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 310,288 | $19,235,000 | 1.87% |