Fintel reports that on September 11, 2025, Wells Fargo upgraded their outlook for W. P. Carey (BMV:WPC) from Equal-Weight to Overweight.

What is the Fund Sentiment?

There are 1,003 funds or institutions reporting positions in W. P. Carey. This is an decrease of 1 owner(s) or 0.10% in the last quarter. Average portfolio weight of all funds dedicated to WPC is 0.28%, an increase of 1.88%. Total shares owned by institutions increased in the last three months by 2.81% to 123,645K shares.

What are Other Shareholders Doing?

VGSIX - Vanguard Real Estate Index Fund Investor Shares holds 8,209K shares representing 4.68% ownership of the company. In its prior filing, the firm reported owning 8,445K shares , representing a decrease of 2.88%. The firm increased its portfolio allocation in WPC by 12.98% over the last quarter.

IJH - iShares Core S&P Mid-Cap ETF holds 7,133K shares representing 4.07% ownership of the company. In its prior filing, the firm reported owning 7,136K shares , representing a decrease of 0.04%. The firm decreased its portfolio allocation in WPC by 6.85% over the last quarter.

VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 7,043K shares representing 4.02% ownership of the company. In its prior filing, the firm reported owning 6,919K shares , representing an increase of 1.76%. The firm decreased its portfolio allocation in WPC by 10.24% over the last quarter.

NAESX - Vanguard Small-Cap Index Fund Investor Shares holds 5,362K shares representing 3.06% ownership of the company. In its prior filing, the firm reported owning 2,730K shares , representing an increase of 49.09%. The firm increased its portfolio allocation in WPC by 81.77% over the last quarter.

Jpmorgan Chase holds 5,101K shares representing 2.91% ownership of the company. In its prior filing, the firm reported owning 5,112K shares , representing a decrease of 0.22%. The firm decreased its portfolio allocation in WPC by 11.67% over the last quarter.