BERKSHIRE ASSET MANAGEMENT LLC/PA - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 769 filers reported holding WP CAREY INC in Q1 2022. The put-call ratio across all filers is 0.50 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
BERKSHIRE ASSET MANAGEMENT LLC/PA ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$17,801,604
-14.1%
329,172
+7.3%
1.11%
-9.7%
Q2 2023$20,721,546
-12.1%
306,713
+0.8%
1.23%
-15.6%
Q1 2023$23,572,983
-1.7%
304,364
-0.8%
1.46%
-5.3%
Q4 2022$23,989,688
+13.6%
306,970
+1.4%
1.54%
+2.9%
Q3 2022$21,126,000
-16.4%
302,664
-0.8%
1.50%
-9.5%
Q2 2022$25,271,000
+7.1%
304,982
+4.5%
1.65%
+11.0%
Q1 2022$23,590,000
+1.0%
291,817
+2.5%
1.49%
+4.6%
Q4 2021$23,353,000
+13.9%
284,617
+1.4%
1.42%
+3.6%
Q3 2021$20,510,000
-0.4%
280,801
+1.8%
1.37%
-1.4%
Q2 2021$20,592,000
+12.6%
275,961
+6.8%
1.39%
+2.6%
Q1 2021$18,285,000
-5.5%
258,410
-5.8%
1.36%
-8.9%
Q4 2020$19,359,000
+16.6%
274,288
+7.6%
1.49%
-7.1%
Q3 2020$16,606,000
-11.9%
254,848
-8.5%
1.60%
-7.6%
Q2 2020$18,847,000
+18.9%
278,590
+2.1%
1.73%
+5.2%
Q1 2020$15,846,000
-25.9%
272,828
+2.2%
1.65%
-9.2%
Q4 2019$21,377,000
-13.3%
267,083
-3.1%
1.82%
-14.5%
Q3 2019$24,666,000
-0.4%
275,594
-9.6%
2.12%
+3.6%
Q2 2019$24,758,000
+1.3%
304,980
-2.2%
2.05%
-1.1%
Q1 2019$24,431,000
+20.7%
311,897
+0.7%
2.07%
+9.6%
Q4 2018$20,247,000
-9.6%
309,870
-11.1%
1.89%
-0.3%
Q3 2018$22,409,000
-0.0%
348,446
+3.1%
1.90%
-9.6%
Q2 2018$22,417,000
+16.5%
337,862
+8.9%
2.10%
+12.5%
Q1 2018$19,235,000
-4.7%
310,288
+5.9%
1.87%
-4.6%
Q4 2017$20,194,000
+11.5%
293,092
+9.1%
1.96%
-3.1%
Q3 2017$18,111,000
+2.1%
268,748
-0.0%
2.02%
+0.1%
Q2 2017$17,741,000
-0.8%
268,768
-6.5%
2.02%
-4.9%
Q1 2017$17,879,000
-4.8%
287,354
-9.6%
2.12%
-12.5%
Q4 2016$18,788,000
+12.9%
317,948
+23.3%
2.43%
+1.5%
Q3 2016$16,645,000
-6.0%
257,949
+1.1%
2.39%
-11.2%
Q2 2016$17,714,000
-14.7%
255,177
-23.5%
2.69%
-16.5%
Q1 2016$20,762,000
+18.3%
333,582
+12.2%
3.23%
+11.2%
Q4 2015$17,547,000
-2.0%
297,399
-4.0%
2.90%
-9.2%
Q3 2015$17,914,000
+0.6%
309,870
+2.6%
3.20%
+6.8%
Q2 2015$17,809,000
-27.7%
302,147
-16.6%
2.99%
-27.4%
Q1 2015$24,633,000
+18.9%
362,254
+22.6%
4.12%
+15.9%
Q4 2014$20,712,000
+10.7%
295,470
+0.7%
3.56%
+3.1%
Q3 2014$18,703,000
+11.1%
293,288
+12.2%
3.45%
+10.4%
Q2 2014$16,834,000
+5.8%
261,404
-1.3%
3.12%
+2.0%
Q1 2014$15,907,000
-5.2%
264,813
-3.2%
3.06%
-3.1%
Q4 2013$16,784,000
+13.5%
273,572
+19.7%
3.16%
-11.1%
Q3 2013$14,786,000
+9.4%
228,533
+11.8%
3.56%
-4.9%
Q2 2013$13,521,000204,3353.74%
Other shareholders
WP CAREY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders