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
↑ +52
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — WPC

Based on 807 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
807 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 — +12% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

389 buying366 selling
Last quarter: 389 funds bought or added vs 366 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 (+46 vs last Q)

new funds entering per quarter
Funds opening a new WPC position: 110 → 80 → 77 → 123. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
540 out of 807 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 — ~123 new funds/quarter

80 → 110 → 80 → 77 → 123 new funds/Q
New funds entering each quarter: 110 → 80 → 77 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 819 current holders: 574 (70%) 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 — 58% AUM from top-100 funds

58% from top-100 AUM funds
42 of 807 holders are among the 100 largest funds by AUM, controlling 58% 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.

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

-- --
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 20 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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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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.

Top 25 institutional holders of WPC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prairiewood Capital, LLC 2.03% 103,053 $7.0M
2 Pensionfund Sabic 1.83% 22,304 $2K
3 Pensionfund PDN 1.74% 44,300 $3K
4 Dupree Financial Group, LLC 1.70% 62,015 $4.2M
5 Freedom Financial Partners LLC 1.11% 45,839 $3.1M
6 TruWealth Advisors, LLC 1.03% 314,898 $21.4M
7 ADVOCATE GROUP LLC 0.97% 91,645 $6.2M
8 BROWN, LISLE/CUMMINGS, INC. 0.96% 56,314 $3.8M
9 Cohen Capital Management, Inc. 0.73% 69,189 $4.7M
10 TECTONIC ADVISORS LLC 0.66% 183,974 $12.5M
11 SHEETS SMITH WEALTH MANAGEMENT 0.64% 84,010 $5.7M
12 Adams Asset Advisors, LLC 0.63% 82,388 $5.6M
13 Alpha Omega Wealth Management LLC 0.57% 51,380 $3.5M
14 C2C Wealth Management, LLC 0.55% 9,579 $651K
15 BridgePort Financial Solutions, LLC 0.53% 27,764 $1.9M
16 CMH Wealth Management LLC 0.49% 41,780 $2.9M
17 Wealthstar Advisors, LLC 0.49% 15,445 $1.0M
18 Gradient Capital Advisors, LLC 0.49% 27,925 $1.9M
19 Everstar Asset Management, LLC 0.47% 13,095 $890K
20 JEPPSON WEALTH MANAGEMENT, LLC 0.46% 21,490 $1.5M
21 Kepler Cheuvreux (Suisse) SA 0.44% 97,723 $6.6M
22 Carnegie Lake Advisors LLC 0.44% 16,286 $1.1M
23 Samalin Investment Counsel, LLC 0.41% 16,871 $1.1M
24 ROMANO BROTHERS AND COMPANY 0.38% 48,835 $3.3M
25 Stordahl Capital Management, Inc. 0.37% 26,113 $1.8M
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 — 52% buying: Last quarter: 389 funds bought or added vs 366 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 — 58% AUM from top-100 funds: 42 of 807 holders are among the 100 largest funds by AUM, controlling 58% 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?

67% of holders stayed for 2+ years: 540 out of 807 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.