Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WP CAREY INC (WPC)

819 + 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
↑ +54
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — WPC

Based on 855 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
855 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 — +13% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

408 buying387 selling
Last quarter: 408 funds bought or added vs 387 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.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new WPC position: 118 → 90 → 80 → 129. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
563 out of 855 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 — ~129 new funds/quarter

99 → 118 → 90 → 80 → 129 new funds/Q
New funds entering each quarter: 118 → 90 → 80 → 129. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 867 current holders: 594 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
65 of 855 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2025 Q4, 408 hedge funds were net buyers of WPC (129 opened a new position, 279 added to an existing one), while 387 reduced or exited (312 trimmed, 75 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 60% of total institutional value in WPC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +54 funds (more new holders than closures). Total institutional holders: 855.

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

-- --

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

Is It Too Late to Buy WP CAREY INC (WPC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WPC has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
WPC
+11.2%
XLRE
+7.1%

WPC outperformed XLRE by +4.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
WPC
+1.4%
XLRE
+1.2%

Since the filing became public, WPC outperformed XLRE by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

94 top-rated funds 2 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: WPC
2026 Q1 Stats Unlock in 1 days 819 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 819 766 6.92%
13F Shares 162M 154M 5.37%
Total Value $10.42B $10.37B 0.55%
New Positions 126 77 +49
Increased Positions 276 293 -17
Closed Positions 73 83 -10
Reduced Positions 306 285 +21
Total Calls 12 10 20.0%
Total Puts 7 7 -
PUT/CALL Ratio 0.58 0.7 Bullish

Statistics: WPC

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Institutional Holders (2026 Q1)

819 + 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 institutional holders of WPC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brummer Multi-Strategy AB 8.07% 28,508 $1.9M
2 Waterfront Capital Partners, LLC 5.04% 114,000 $7.7M
3 Seneca House Advisors 3.25% 120,230 $8.2M
4 Gillson Capital LP 2.62% 470,700 $32K
5 EQUITY INVESTMENT CORP 2.11% 1,582,830 $107.6M
6 Rock Point Advisors, LLC 2.05% 111,393 $7.6M
7 Prairiewood Capital, LLC 2.03% 103,053 $7.0M
8 Pensionfund Sabic 1.83% 22,304 $2K
9 Pensionfund PDN 1.74% 44,300 $3K
10 Dupree Financial Group, LLC 1.70% 62,015 $4.2M
11 Presima Securities ULC 1.65% 43,207 $2.9M
12 Meixler Investment Management, Ltd. 1.55% 40,973 $2.9M
13 TT Capital Management LLC 1.49% 26,594 $1.8M
14 Capital Square, LLC 1.28% 37,920 $2.8M
15 Clarion Wealth Managment Partners, LLC 1.14% 18,580 $1.3M
16 Freedom Financial Partners LLC 1.11% 45,839 $3.1M
17 Investmark Advisory Group LLC 1.03% 35,408 $2.4M
18 TruWealth Advisors, LLC 1.03% 314,898 $21.4M
19 ADVOCATE GROUP LLC 0.97% 91,645 $6.2M
20 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.96% 330,788 $22.5M
21 BROWN, LISLE/CUMMINGS, INC. 0.96% 56,314 $3.8M
22 Advisors Capital Management, LLC 0.81% 1,016,611 $69.1M
23 Te Ahumairangi Investment Management Ltd 0.79% 69,317 $4.7M
24 Uniplan Investment Counsel, Inc. 0.79% 112,789 $7.7M
25 Dockside LLC 0.75% 43,956 $3.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 51% buying: Last quarter: 408 funds bought or added vs 387 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 — 60% AUM from top-100 funds: 65 of 855 holders are among the 100 largest funds by AUM, controlling 60% 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: 563 out of 855 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.

Is it too late to buy WP CAREY INC (WPC) following the 2026 Q1 hedge fund 13F filings?

As of today, WPC has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLRE sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), WPC has gained +11.2% vs +7.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.