WP CAREY INC (WPC) Institutional Ownership

WPC is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.28M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $10.43M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's WPC position is now estimated to be worth approximately $11.08M, representing an estimated gain of +6.28% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, First Eagle U.S. Value, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WP CAREY INC (WPC).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$15,278,704224,819
Q4 20253$20,246,212314,578
Q3 20252$22,417,160331,762
Q2 20252$16,713,794267,935
Q1 20252$12,670,958200,776
Q4 20241$8,118,019149,009
Q3 20241$9,151,891146,900
Q2 20241$4,421,80580,323
Q1 20241$4,448,85178,824
Q4 20231$5,101,73178,718
Q3 20231$4,087,15175,576
Q2 20232$5,481,76488,332