W. P. Carey Inc.· WPC

🇺🇸 US · LargeSP400NYSE

Real Estate REIT - Diversified Website

Price: $66.26
Day: -0.39%
Mkt Cap: $15.09B
52W Range: $63.08 – $77.22
Volume: 3.98M
Beta: 0.77

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 916 institutions hold; 451 added, 306 reduced

Blog

stockoscope.com

W. P. Carey Inc.

WPC|Real Estate|REIT - Diversified

Current price: $66

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

N/A

insufficient history to compare

Seller breadth · Q2 2026

1 seller

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+174

557 adding vs 383 reducing

Institutional ownership · Q2 2026

80.7%

916 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

33.2M

+7.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

19.2M

-1.9%

STATE STREET CORP

12.4M

-2.2%

VANGUARD CAPITAL MANAGEMENT LLC

10.0M

-2.0%

GEODE CAPITAL MANAGEMENT, LLC

5.0M

-0.1%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

4.5M

+4.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

158

96 buying158 unchanged79 selling

331 funds held WPC in Q2 2026, holding 82.2M shares between them, up 2.3% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.0M sh

NATIONWIDE MUTUAL FUNDS69.7K sh

Voya VARIABLE PORTFOLIOS INC22.4K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Nov 1

ALEXANDER MARK A

$276.4K

Purchase · Nov 13

Farrell Peter

$55.6K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore WPC on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WPC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+52

Fund Flow

10% weight

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for WPC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $32.0K (433 shares)

Limited history to compare against

Buying seen in 3 of 15 quarters

N/A

Selling pace

insufficient history to compare

0.02%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

in Q2 2026

Q4 2024

Last insider purchase

buying in 3 of 16 quarters

Notable Recent Transactions, WPC

Top 2 highest-value insider trades from the last 8 quarters

ALEXANDER MARK A

Director

Buy

5,000 shares at $55.29

≈10.9% of their stake after buying

Nov 1, 2024$276.43K

Farrell Peter

Director

Buy

1,000 shares at $55.56

≈4.5% of their stake after buying

Nov 13, 2024$55.56K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for WPC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

80.7% institutional ownership

Slight accumulation: 557 adding vs 383 reducing

13F shares increased by 5.8%, a significant shift

+174

Net breadth

557 adding vs 383 reducing

Accumulating

1.45

Add / reduce ratio

in Q2 2026

+29

New − closed

106 initiated, 77 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+557 growing-383 shrinkingNet: +174

106

451

306

New (106)

Increased (451)

Reduced (306)

Closed (77)

Top Institutional Holders, WPC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

33.2M

$2.4B

Ownership

14.68%

+7.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

19.2M

$1.4B

Ownership

8.52%

-1.9%

STATE STREET CORP

12.4M

$894.8M

Ownership

5.47%

-2.2%

VANGUARD CAPITAL MANAGEMENT LLC

10.0M

$716.9M

Ownership

4.44%

-2.0%

GEODE CAPITAL MANAGEMENT, LLC

5.0M

$358.8M

Ownership

2.23%

-0.1%

INVESCO LTD.

4.5M

$324.3M

Ownership

2.01%

-1.4%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

4.5M

$325.2M

Ownership

1.98%

+4.1%

NORTHERN TRUST CORP

3.4M

$243.4M

Ownership

1.51%

+25.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 333 ETFs and mutual funds reporting

96 buying79 sellingNet: +17

158

Buying (96)

Unchanged (158)

Selling (79)

In total, funds bought 2.6M shares and sold 682.4K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

333 ETFs and mutual funds reporting

96 buying vs 79 selling (balanced)

Top Fund Holders, WPC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.0M

Weight

9.94%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

69.7K

Weight

0.01%

Jul 31, 2026Increased

Voya VARIABLE PORTFOLIOS INC

22.4K

Weight

0.16%

Jun 30, 2026Increased

Securian Funds Trust

16.4K

Weight

0.20%

Jun 30, 2026Increased

GLENMEDE FUND INC

7.9K

Weight

0.48%

Jul 31, 2026No change

AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.

3.9K

Weight

0.20%

Jun 30, 2026No change

T. Rowe Price Quantitative Management Funds, Inc.

3.7K

Weight

0.11%

Jun 30, 2026Increased

FEDERATED HERMES INSURANCE SERIES

3.7K

Weight

0.10%

Jun 30, 2026Decreased

W. P. Carey Inc.· WPC

Holdings Analysis

Insider Trading Activity

1.3Transaction History35Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings161Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History35Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings161Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights