Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wp Carey Inc (WPC)

863 + 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
↑ +15
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — WPC

Based on 870 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
870 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 — +8% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

453 buying353 selling
Last quarter: 453 funds bought or added vs 353 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.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 90 → 80 → 129 → 103. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
576 out of 870 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.
📈

Growing discovery — still being found

118 → 90 → 80 → 129 → 103 new funds/Q
New funds entering each quarter: 90 → 80 → 129 → 103. A growing number of institutions are discovering WPC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 879 holders: 613 (70%) are 2+ year veterans, 94 entered 1–2 years ago, and 172 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
59 of 865 holders are among the 100 largest funds by AUM, controlling 40% 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 Q1, 453 hedge funds were net buyers of WPC (103 opened a new position, 350 added to an existing one), while 353 reduced or exited (265 trimmed, 88 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in WPC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 870.

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 · 81d ago
WPC
nan%
XLRE
nan%

WPC outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
WPC
nan%
XLRE
nan%

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

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.

50 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: WPC
863 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 863 855 0.94%
13F Shares 169M 166M 1.9%
Total Value $11.22B $10.61B 5.79%
New Positions 100 129 -29
Increased Positions 345 274 +71
Closed Positions 92 75 +17
Reduced Positions 259 310 -51
Total Calls 6 12 -50.0%
Total Puts 8 7 14.29%
PUT/CALL Ratio 1.33 0.58 Bearish

Statistics: WPC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

863 + 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 Q1 · 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 Equity Investment Corp 2.11% 1,582,830 $107.6M
5 Rock Point Advisors, LLC 2.05% 111,393 $7.6M
6 Prairiewood Capital, LLC 2.03% 103,053 $7.0M
7 Dupree Financial Group, LLC 1.70% 62,015 $4.2M
8 Presima Securities ULC 1.65% 43,207 $2.9M
9 Meixler Investment Management, Ltd. 1.55% 40,973 $2.9M
10 TT Capital Management LLC 1.49% 26,594 $1.8M
11 Capital Square, LLC 1.28% 37,920 $2.8M
12 Clarion Wealth Managment Partners, LLC 1.14% 18,580 $1.3M
13 Freedom Financial Partners LLC 1.11% 45,839 $3.1M
14 Investmark Advisory Group LLC 1.03% 35,408 $2.4M
15 TruWealth Advisors, LLC 1.03% 314,898 $21.4M
16 Advocate Group LLC 0.97% 91,645 $6.2M
17 Berkshire Asset Management LLC/Pa 0.96% 330,788 $22.5M
18 Brown, Lisle/Cummings, INC. 0.96% 56,314 $3.8M
19 Advisors Capital Management, LLC 0.81% 1,016,611 $69.1M
20 Te Ahumairangi Investment Management Ltd 0.79% 69,317 $4.7M
21 Uniplan Investment Counsel, Inc. 0.79% 112,789 $7.7M
22 Dockside LLC 0.75% 43,956 $3.0M
23 Cohen Capital Management, Inc. 0.73% 69,189 $4.7M
24 Seven Grand Managers, LLC 0.68% 150,000 $10.2M
25 Tectonic Advisors LLC 0.66% 183,974 $12.5M
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 — 2 quarters in a row: For 2 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 — 56% buying: Last quarter: 453 funds bought or added vs 353 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 — 40% AUM from top-100 funds: 59 of 865 holders are among the 100 largest funds by AUM, controlling 40% 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: 576 out of 870 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 nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WPC has gained nan% vs nan% 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.

Full history →