WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 17 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | $3,511,696 | +67811.4% | 66,329 | -13.4% | 0.01% | -25.0% |
| Q2 2023 | $5,171 | -16.9% | 76,597 | -4.7% | 0.01% | -20.0% |
| Q1 2023 | $6,223 | -2.3% | 80,392 | -1.5% | 0.01% | 0.0% |
| Q4 2022 | $6,372 | -99.9% | 81,587 | +26.0% | 0.01% | +25.0% |
| Q3 2022 | $4,520,000 | -13.0% | 64,771 | +3.2% | 0.01% | -20.0% |
| Q2 2022 | $5,197,000 | +7.1% | 62,744 | +4.5% | 0.01% | +42.9% |
| Q1 2022 | $4,852,000 | +0.9% | 60,022 | +2.4% | 0.01% | +16.7% |
| Q4 2021 | $4,807,000 | +24.7% | 58,594 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $3,856,000 | -6.2% | 52,792 | -4.2% | 0.01% | 0.0% |
| Q2 2021 | $4,113,000 | +2.9% | 55,125 | -2.5% | 0.01% | -14.3% |
| Q1 2021 | $3,999,000 | -21.3% | 56,514 | -21.5% | 0.01% | -22.2% |
| Q4 2020 | $5,079,000 | +12.9% | 71,961 | +4.2% | 0.01% | -18.2% |
| Q3 2020 | $4,499,000 | +0.1% | 69,050 | +3.9% | 0.01% | 0.0% |
| Q2 2020 | $4,495,000 | +11.6% | 66,447 | -4.2% | 0.01% | -8.3% |
| Q1 2020 | $4,028,000 | +68.3% | 69,353 | +132.0% | 0.01% | +200.0% |
| Q4 2019 | $2,393,000 | -2.3% | 29,899 | +9.2% | 0.00% | -20.0% |
| Q3 2019 | $2,450,000 | -41.8% | 27,381 | -47.2% | 0.01% | +400.0% |
| Q2 2019 | $4,208,000 | +85.3% | 51,850 | +78.8% | 0.00% | -75.0% |
| Q1 2019 | $2,271,000 | +60.3% | 28,999 | +33.7% | 0.00% | +100.0% |
| Q4 2018 | $1,417,000 | – | 21,697 | – | 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% |