WP Carey Shares Owned by Institutions

WPC
 Stock
  

USD 78.22  0.47  0.60%   

WP Carey Co fundamentals help investors to digest information that contributes to WP Carey's financial success or failures. It also enables traders to predict the movement of WP Carey Stock. The fundamental analysis module provides a way to measure WP Carey's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WP Carey stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

WP Carey Shares Owned by Institutions Analysis

WP Carey's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
 2021 2022 (projected)
Consolidated Income166.7 M179.87 M
Direct Expenses47.9 M40.01 M
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current WP Carey Shares Owned by Institutions

    
  65.16 %  
Most of WP Carey's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WP Carey Co is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

WP Carey Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for WP Carey is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since WP Carey's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of WP Carey's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of WP Carey's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 65% of WP Carey Co are shares owned by institutions. This is 13.36% lower than that of the Real Estate sector and significantly higher than that of the REIT—Diversified industry. The shares owned by institutions for all United States stocks is 66.18% lower than that of the firm.

WP Carey Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WP Carey's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of WP Carey could also be used in its relative valuation, which is a method of valuing WP Carey by comparing valuation metrics of similar companies.
WP Carey is currently under evaluation in shares owned by institutions category among related companies.

WP Carey Current Valuation Drivers

We derive many important indicators used in calculating different scores of WP Carey from analyzing WP Carey's financial statements. These drivers represent accounts that assess WP Carey's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of WP Carey's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee1.34 M2 M1.5 M2.42 M2.24 M2.42 M
Revenue Per Employee4.1 M4.3 M6.04 M6.41 M7.28 M7.85 M
Earnings Before Interest Taxes and Depreciation Amortization EBITDA671.41 M904.91 M1.09 B1.18 B1.19 B1.29 B

WP Carey ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, WP Carey's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to WP Carey's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

WP Carey Institutional Holders

Institutional Holdings refers to the ownership stake in WP Carey that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of WP Carey's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing WP Carey's value.
Security TypeSharesValue
Zurich Insurance Group LtdCommon Shares30.5 K2.7 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares96.3 KM
Zurcher Kantonalbank Zurich CantonalbankCommon Shares100.9 K8.2 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares144.8 K11.9 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares79.9 K5.8 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares76.6 K5.7 M
Zurcher Kantonalbank Zurich CantonalbankCommon Shares81.8 K5.8 M

WP Carey Fundamentals

About WP Carey Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze WP Carey Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WP Carey using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WP Carey Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Carey ranks among the largest net lease REITs with an enterprise value of approximately 18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. Its portfolio is located primarily in the U.S. and Northern and Western Europe and is well-diversified by tenant, property type, geographic location and tenant industry. WP Carey operates under REITDiversified classification in the United States and is traded on New York Stock Exchange. It employs 183 people.

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Our tools can tell you how much better you can do entering a position in WP Carey without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Is WP Carey's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of WP Carey. If investors know WP Carey will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about WP Carey listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.31) 
Market Capitalization
16.2 B
Quarterly Revenue Growth YOY
0.17
Return On Assets
0.028
Return On Equity
0.0603
The market value of WP Carey is measured differently than its book value, which is the value of WP Carey that is recorded on the company's balance sheet. Investors also form their own opinion of WP Carey's value that differs from its market value or its book value, called intrinsic value, which is WP Carey's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WP Carey's market value can be influenced by many factors that don't directly affect WP Carey's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WP Carey's value and its price as these two are different measures arrived at by different means. Investors typically determine WP Carey value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WP Carey's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.