Discontinued — last reported Q4 '23

Business Segments · Total Assets

Investment Management Segment — Total Assets

W.P. Carey Inc. Investment Management Segment — Total Assets increased by 4.2% to $10.66M in Q4 2023 compared to the prior quarter. Year-over-year, this metric declined by 57.2%, from $24.88M to $10.66M. Over 2 years (FY 2021 to FY 2023), Investment Management Segment — Total Assets shows a downward trend with a -71.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityStable
First reportedQ4 2016
Last reportedQ4 2023Feb 9, 2024
Rolls up toTotal Assets

How to read this metric

Growth in assets typically signals expansion of the managed portfolio, while a decline may indicate divestment or asset write-downs.

Detailed definition

Represents the total value of assets held or managed within the investment management segment, including cash, receivabl...

Peer comparison

Standard balance sheet metric for segment reporting, comparable to asset-heavy business units in financial services.

Metric ID: wpc_segment_investment_management_segment_total_assets

Historical Data

11 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23
Value$128.34M$135.78M$135.93M$142.03M$140.13M$27.03M$24.88M$12.13M$11.13M$10.23M$10.66M
QoQ Change+5.8%+0.1%+4.5%-1.3%-80.7%-8.0%-51.3%-8.2%-8.1%+4.2%
YoY Change+9.2%-80.1%-81.7%-91.5%-92.1%-62.2%-57.2%
Range$10.23M$142.03M
CAGR-63.0%
Avg YoY Growth-65.1%
Median YoY Growth-80.1%

Frequently Asked Questions

What is W.P. Carey Inc.'s investment management segment — total assets?
W.P. Carey Inc. (WPC) reported investment management segment — total assets of $10.66M in Q4 2023.
How has W.P. Carey Inc.'s investment management segment — total assets changed year-over-year?
W.P. Carey Inc.'s investment management segment — total assets decreased by 57.2% year-over-year, from $24.88M to $10.66M.
What is the long-term trend for W.P. Carey Inc.'s investment management segment — total assets?
Over 2 years (2021 to 2023), W.P. Carey Inc.'s investment management segment — total assets has grown at a -71.0% compound annual growth rate (CAGR), from $525.10M to $44.14M.
What does investment management segment — total assets mean?
The total value of all assets attributed to the investment management segment.