W.P. Carey (WPC)

• Market cap: $13.7B
• 1 day: 2.32%
• 5 days: 2.22%
• 1 month: -0.87%
• 3 months: 12.38%
• 6 months: 11.34%
• Year to date: 15.23%
• 1 year: 14.08%
• 5 years: -4.90%
• 10 years: -1.45%
• Sector: Real Estate
• Industry: Diversified REIT

About: W.P. Carey Inc is a real estate investment trust principally involved in the ownership of properties located in the U.S., Western Europe, and Northern Europe. W.P. Carey organizes its operations into Real Estate and Investment Management segments. The vast majority of the company's income is derived from its Real Estate division in the form of lease revenue from long-term agreements with companies. W.P. Carey's real estate portfolio is primarily comprised of single-tenant office, industrial, warehouse, and retail facilities located around the world. majority of the company's revenue comes from properties in the USA. Its Investment Management unit generates revenue from providing real estate advisory and portfolio management services to other REITs.

Employees: 203

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

22% more call options, than puts

Call options by funds: $54.9M | Put options by funds: $45.1M

2.57% more ownership

Funds ownership: 66.0% [Q3] → 68.57% (+2.57%) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 285

8% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 107

3% less funds holding

Funds holding: 787 [Q3] → 765 (-22) [Q4]

9% less capital invested

Capital invested by funds: $8.98B [Q3] → $8.16B (-$823M) [Q4]

80% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 1 (-4) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $60 4% downside
• Avg. target: $64 2% upside
• High target: $67 7% upside

6 analyst ratings

• positive: 2 33%
• neutral: 3 50%
• negative: 1 17%

Scotiabank Nicholas Yulico 37% 1-year accuracy 16 / 43 met price target	1% upside $63	Sector Perform Maintained	12 Mar 2025
Wells Fargo John Kilichowski 61% 1-year accuracy 11 / 18 met price target	6% upside $66	Equal-Weight Maintained	10 Mar 2025
Barclays Rich Hightower 33% 1-year accuracy 1 / 3 met price target	4% downside $60	Underweight Maintained	4 Mar 2025
Evercore ISI Group Steve Sakwa 40% 1-year accuracy 18 / 45 met price target	2% upside $64	In-Line Maintained	19 Feb 2025
BMO Capital John Kim 50% 1-year accuracy 7 / 14 met price target	7% upside $67	Outperform Upgraded	18 Feb 2025