§ REAL ESTATE
NEW YORK STOCK EXCHANGE, INC. · USD · Real EstateWPC
W.p. Carey Inc
NEW YORK STOCK EXCHANGE, INC. · USDSector · Real EstateMarket cap · $15.7BBeta · 0.82
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 64.05HIGH 64.78LOW 63.7952W 54.24 — 75.69
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
461 increased/new, 305 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 34.8 | P/B | 1.76 |
| EPS (TTM) | 2.11 | Dividend | 5.51% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 30.1M | 0.0% | +6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.2M | n/a | n/a |
| State Street | 12.3M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | n/a | n/a |
| Geode Capital Management | 4.9M | 0.0% | +2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2M | 0.1% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for WPC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER16.8% · 0 holders
OTHER34.6% · 705 holders
PASSIVE / INDEX21.3% · 12 holders
DEALER / BANK14.4% · 60 holders
QUALITY / COMPOUNDER8.6% · 32 holders
INCOME / DEFENSIVE2.3% · 41 holders
TACTICAL / MACRO1.0% · 5 holders
SYSTEMATIC / QUANT0.7% · 10 holders
ACTIVIST0.3% · 1 holder
DEEP VALUE0.0% · 3 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WPC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WPC yet.