Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wp Carey Inc (WPC)

890 + Investors. Track Smart Money conviction in WPC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — WPC

Based on 892 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
892 hedge funds hold WPC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

455 buying385 selling
Last quarter: 455 funds bought or added vs 385 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~108 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 81 → 129 → 104 → 108. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
592 out of 892 hedge funds have held WPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~108 new funds/quarter

91 → 81 → 129 → 104 → 108 new funds/Q
New funds entering each quarter: 81 → 129 → 104 → 108. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 903 holders: 638 (71%) are 2+ year veterans, 104 entered 1–2 years ago, and 161 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
66 of 890 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in WPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WPC

In 2026 Q2, 455 hedge funds were net buyers of WPC (108 opened a new position, 347 added to an existing one), while 385 reduced or exited (296 trimmed, 89 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in WPC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 892.

Hedge Fund Ownership: WPC

How many hedge funds hold WPC — quarterly history vs. share price
Quarterly hedge fund ownership of WPC vs. share price

Market Analysis: WPC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WPC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: WPC
890 + Investors

Track Smart Money conviction in WPC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 890 873 1.95%
13F Shares 179M 171M 4.4%
Total Value $12.52B $11.38B 10.06%
New Positions 108 104 +4
Increased Positions 342 347 -5
Closed Positions 89 87 +2
Reduced Positions 294 263 +31
Total Calls 7 6 16.67%
Total Puts 5 8 -37.5%
PUT/CALL Ratio 0.71 1.33 Neutral

Statistics: WPC

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Institutional Holders (2026 Q2)

890 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WPC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WPC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seneca House Advisors 3.05% 120,725 $8.6M
2 Equity Investment Corp 2.06% 1,512,565 $108.1M
3 Prairiewood Capital, LLC 1.99% 107,254 $7.7M
4 Rock Point Advisors, LLC 1.94% 110,733 $7.9M
5 GSI Capital Advisors LLC 1.71% 50,570 $3.6M
6 Dupree Financial Group, LLC 1.69% 63,176 $4.5M
7 Meixler Investment Management, Ltd. 1.61% 40,804 $2.9M
8 TT Capital Management LLC 1.45% 26,108 $1.9M
9 Heitman Real Estate Securities LLC 1.23% 268,473 $19.2M
10 Capital Square, LLC 1.19% 37,841 $2.7M
11 Freedom Financial Partners LLC 1.05% 45,121 $3.2M
12 Clarion Wealth Managment Partners, LLC 1.05% 18,133 $1.3M
13 Advocate Group LLC 1.03% 96,060 $6.9M
14 Investmark Advisory Group LLC 0.99% 36,479 $2.6M
15 Berkshire Asset Management LLC/Pa 0.94% 334,738 $23.9M
16 Te Ahumairangi Investment Management Ltd 0.82% 71,217 $5.1M
17 Advisors Capital Management, LLC 0.78% 1,031,277 $73.7M
18 Verdence Capital Advisors LLC 0.75% 200,942 $14.4M
19 Adams Asset Advisors, LLC 0.74% 90,882 $6.5M
20 Uniplan Investment Counsel, Inc. 0.72% 91,234 $7.7M
21 Tectonic Advisors LLC 0.67% 193,656 $13.8M
22 Excalibur Management Corp 0.61% 25,714 $1.8M
23 Sheets Smith Wealth Management 0.59% 83,010 $5.9M
24 Private Management Group Inc 0.59% 313,379 $22.4M
25 Arbejdsmarkedets Tillaegspension 0.58% 373,000 $26.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wp Carey Inc (WPC)

What does the Smart Money Trend signal show for WPC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WPC?

Slight buying edge — 54% buying: Last quarter: 455 funds bought or added vs 385 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WPC holders?

Elite ownership — 62% AUM from top-100 funds: 66 of 890 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in WPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WPC?

66% of holders stayed for 2+ years: 592 out of 892 hedge funds have held WPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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